BASED FINANCIAL SERVICES
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.
What Makes Us Different
Effective: Real results that you can see, manage, and access
People Oriented: We know how it feels to be treated like a number and we are dedicated to making sure you never have that experience
Alternative Approach: Our alternative investment strategy was Developed by Yale Professors
Investing: We use a combination of software and Life Cycle Investing, developed by Yale Professors, in order to create a customized investment strategy for you.
Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to.
Retirement Planning: Helping guide you so you’re able to live stress free in retirement and beyond.
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