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369 Financial is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to optimize your wealth.

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401k Rollovers
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josh@369financial.com
Florida: (904) 746-9485
Maryland: (443) 378-9333
Arizona: (602) 780-3291
7751 Belfort Parkway, Suite 200, Jacksonville, FL 32256
5457 Twin Knolls Rd Suite 300, Columbia, MD 21045
20715 N Pima Rd #108, Scottsdale, AZ 85255

369 Financial LLC is a fiduciary financial advisory firm offering custom financial planning and investment management services. Investing in securities involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investments in foreign securities may involve additional risks, such as currency fluctuations, geopolitical instability, and differing accounting standards.

Joshua Krafchick provides advisory services through 369 Financial LLC, a registered investment adviser. 369 Financial LLC is registered to offer investment advisory services in Arizona, California, Florida, and Maryland, and has filed a conditional notice in Texas pursuant to applicable regulatory requirements. Registration as an investment adviser does not imply a certain level of skill or training. Services are provided in accordance with relevant state laws.

Serving clients virtually across the United States, with regulatory registrations in Arizona, Florida, Maryland, and a conditional notice filed in Texas. We work primarily with professionals and families who prioritize values-driven planning growth minded, and philanthropic goals.

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