A complete list of active advisors currently associated with 369 Financial LLC

Warmer can help you find a great advisor at 369 Financial LLC or one who fits your needs even better.

369 Financial provides investment supervisory services, wealth management, financial planning, and pension consulting to individuals, high‑net‑worth clients, businesses and pension plans. The firm reports managing roughly $12.9 million in client assets and offers both discretionary portfolio management and standalone financial‑planning engagements. Investment decisions draw on a blend of fundamental, technical and charting analysis and typically include ETFs, institutional mutual‑fund share classes, individual investment‑grade bonds, and limited allocations to publicly traded cryptocurrencies executed via Interactive Brokers. Ongoing wealth‑management clients receive integrated financial planning supported by tools such as MoneyGuidePro and account aggregation, and client portfolios are reviewed at least quarterly. Compared with many independent advisers, the firm provides institutional‑focused services — including pension plan consulting, selection and monitoring of plan investment vehicles, and participant education consistent with ERISA Section 404(c) — alongside its individual client work. The brochure also discloses several operational features that are less common among peers, such as a refundable initial consultation fee, the option of “accommodation” (non‑managed) accounts for custody consolidation, and explicit limits on cryptocurrency recommendations to regulated third‑party custodians.

To learn more about the advisors currently working at 369 Financial LLC, 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.