360 Financial Group

Make the Most of Your Journey.

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It's Your Journey

At 360 Financial Group, we know you have choices when it comes to getting financial advice and that the choices you make today impact your life and business tomorrow. Based in Bel Air, Maryland, we make it our mission to treat you and your goals with the care and attention we’d provide our own families. We make sure we understand what you want now and what you may need down the road. It's your journey. Let us help you make the most of it.

Our Mission

We strive to be your primary advisor for comprehensive wealth management, tax and accounting, and investment management system services. We believe our knowledge, experience, and intuitive approach to financial planning give you the confidence you need to realize your dreams.

Our Core Values

We believe our clients are our most important asset. To that end, we seek to serve you with stewardship, integrity, transparency, kindness, and approachability.

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Our Services

Wealth Management

At 360 Financial Group we get to know you so that we can take a 360 view of your life. We'll help you deal with your immediate wealth management concerns, but with the big picture in mind.

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Tax & Accounting

We provide complete tax services to individuals and small businesses that help you prepare for everything life may throw your way.

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Recent Blog Posts

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Three Stretch IRA Alternatives

November 30, 2022
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an ...
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When Should Young Adults Start Investing For Retirement

November 30, 2022
As young adults embark on their first real job, get married, or start a family, retirement might be the last ...
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Tips For Safe Online Shopping

November 30, 2022
According to the National Retail Federation, online sales accounted for over $1 trillion of total U.S. retail sales in 2021.1 Online ...
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