Colorado News Desk

Baltimore, MD – Jun 16, 2023 – 369 Financial, a leading investment management firm, is pleased to announce its plans to open a new office in Baltimore, Maryland. This strategic expansion comes as part of the company’s continued growth and commitment to providing personalized financial services to clients in the region.

Since its inception during the challenging times of the COVID-19 pandemic, 369 Financial has gained significant recognition for its innovative approach to investment management. The firm’s core investment philosophy centers around the Life Cycle investing strategy, which was developed by esteemed Yale professors Dr. Barry Nalebuff and Dr. Ian Ayres. This strategy focuses on tailoring investment portfolios to individual life stages and goals, ensuring clients have a comprehensive and customized approach to wealth management.

The decision to open an office in Baltimore reflects 369 Financial’s commitment to serving a wider audience and meeting the evolving needs of clients in the area. The new location will enable the firm to provide dedicated financial planning services and investment solutions to individuals, families, and businesses in Baltimore and its surrounding communities.

“We are excited to establish a physical presence in Baltimore and expand our reach to better serve the residents and businesses in this vibrant city,” said Joshua Krafchick, Founder of 369 Financial. “Our goal is to provide accessible and personalized financial advice, leveraging our expertise in the Life Cycle investing strategy. We believe this approach can empower individuals to make informed decisions about their financial future.”

Baltimore’s diverse and thriving economy, combined with its rich cultural heritage, makes it an ideal choice for 369 Financial’s expansion. The firm aims to contribute to the growth of the local financial landscape while fostering meaningful relationships with clients based on trust, transparency, and long-term success.

With the opening of the Baltimore office, 369 Financial will be better positioned to engage with the community, offering educational seminars, workshops, and individual consultations. By combining their investment expertise with a focus on financial literacy, the firm intends to empower individuals and businesses to make sound financial decisions aligned with their unique circumstances.

As 369 Financial embarks on this new chapter, the firm remains dedicated to maintaining the highest standards of professionalism, integrity, and client-centricity. The Baltimore office will be staffed by a team of experienced financial professionals who will work diligently to ensure that each client receives personalized attention and tailored financial solutions.

For more information about 369 Financial and their services, please visit their website at www.369financial.com

About 369 Financial

369 Financial is an investment management firm that provides personalized financial planning and investment solutions to individuals, families, and businesses. Founded during the COVID-19 pandemic, the firm follows the Life Cycle investing strategy developed by Yale professors Dr. Barry Nalebuff and Dr. Ian Ayres. By aligning investments with clients’ unique life stages and goals, 369 Financial aims to help clients achieve their long-term financial objectives.