About Company

369 Financial is a fee-only Registered Investment Advisor firm that provides tailored financial planning and investment management services with a fiduciary duty to put client interests first. 369 Financial offers retirement planning, 401(k) rollover guidance, tax-aware investing, wealth management, investment management, and fiduciary financial coaching, and uses tools such as BuildAlpha and Life Cycle Investing to craft custom strategies rather than one-size-fits-all products. The company operates as an independent advisor with no sales quotas, takes a long-term, people-oriented approach, serves clients virtually across the United States, and maintains regulatory registrations in Arizona, Florida, and Maryland (with a conditional notice filed in Texas).

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