3G Financial, LLC

Founded in 2005, 3G Financial, LLC is an independent, fee-only wealth management firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). The firm operates as a fiduciary, meaning it is legally obligated to act in the best interests of its clients. 3G Financial provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and business owners, focusing on creating customized strategies to help clients achieve their long-term financial goals.