A complete list of active advisors currently associated with 360 Dividends

Warmer can help you find a great advisor at 360 Dividends or one who fits your needs even better.

360Dividends is a state‑registered, independent investment advisory solo practice that serves individuals, high‑net‑worth clients, charitable organizations, and small businesses. The firm provides ongoing portfolio management, financial planning (comprehensive, one‑time, and hourly), real‑estate investment analysis, insurance and employee benefits review, and access to third‑party money managers. The firm develops individualized investment policies and implements a mix of passive and active approaches, using fundamental and technical analysis and, when appropriate, model allocations managed by outside managers. Accounts are supervised with periodic reviews tied to client objectives and risk tolerance, and clients may impose reasonable restrictions on investments. What is atypical for a small independent adviser is the firm’s affiliation with an accounting practice: the principal operates an affiliated tax and accounting business (dedicating roughly 20% of professional time to that activity) and integrates tax preparation and tax‑planning advice into its comprehensive planning services. The firm also regularly offers educational seminars and speaking engagements (which may be provided pro‑bono) and provides specialized services such as detailed property analysis and stock option reviews as part of its planning work; the principal holds CFP and Enrolled Agent credentials.

To learn more about the advisors currently working at 360 Dividends, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.