Celebrating 30 Years of Enriching Lives
At 360 Financial, we're proud to celebrate an incredible milestone—30 years of helping individuals and families pursue their financial dreams.
This milestone isn’t just ours to celebrate—it’s a reflection of the connections we’ve built and the goals we’ve worked toward together. Through collaboration, we’ve helped our clients pursue work-optional lifestyles, explore dream travel destinations, preserve legacies for future generations, and so much more.
Over the years, we’ve had the privilege of working alongside incredible clients and community members, each contributing to our growth and success. Your trust and support have been fundamental to who we are today, and we are deeply grateful for the opportunity to walk this path with you.
As we look back on these remarkable 30 years, we celebrate the legacy we’ve built together—and look forward to the many more milestones yet to come.
Table of Contents
Our Journey: 360 Financial Through the Years
Join Us in Celebrating
This year, we’ll be hosting special events and opportunities to celebrate this milestone with you.
Stay tuned for announcements and updates as we continue to honor our shared journey.
Thank You!
Thank you for being an integral part of our story. We’re excited to continue this journey with you and look forward to many more years of shared success, trust, and partnership.
Let’s celebrate 30 years of enriching lives, together.
About 360 Financial
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
Headquartered in Minnesota, we serve investors across the US with online and in-person wealth management and financial planning services.
