Your Bridge To Financial prosperity!

Fee-Only Investment Advice and Wealth Management

Three Streams Financial is an independent investment advisor that helps working families and professionals live their best retirement.

We act as partners, providing unbiased guidance and collaboration while allowing the client to make the final decision. Sometimes you need the ability to turn to a real person and ask the most human question, "What should I do?"

  • WHICH INVESTMENTS TO KEEP OUT OF YOUR TAXABLE ACCOUNT
  • YOUR OPTIMAL COMBINATION OF ASSETS AND WITHDRAWAL STRATEGIES
  • WHICH TYPE OF TRUST IS BEST FOR PASSING ASSETS TO MY CHILDREN
  • SOCIAL SECURITY TAXATION AND YOUR REQUIRED RMDs
  • MEDICARE SUPPLEMENT PLANS THAT PROTECT YOUR NEST-EGG
Three Streams Financial | Investment Management & Advisory Firm

Take Control Of Your Financial Future

Feel Behind On Your Retirement Saving? Start here:

income

Focus On Income By Investing In A Portfolio Of Dividend Growth Stocks To Outpace Inflation And Never Run Out Of Money.

PROTECTION

Manage Risk More Effectively By Using Buffer Funds To Minimize Losses And Increase Peace Of Mind.

DIVERSIFICATION

We’ll Invest in Multiple Strategies To Withstand Drawdowns And Achieve Better Risk-Adjusted Returns.

Why Choose Us?

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Fee-Only Structure

We are a Fee-only investment adviser representative (IAR). As an IAR, I operate under the highest level of compliance and regulation for your protection

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Conflict-Free Approach

I work solely under the transparent Fee-Only Structure, which means I don't accept commissions to eliminate conflicts of interest.

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Industry Experience

Over 25 years of direct experience in the financial industry. This is important because I do not view this as a sales job like 99% of financial services firms.

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Personalized Understanding

 We've experienced the same challenges: raising a family, paying for college, inconsistent income, saving for retirement, and caring for a parent or loved one with dementia.

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Comprehensive Management

Consolidate your assets under one umbrella. We can even manage your 401(k) and 403(b) plans while your current employer holds those accounts.

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Independent Firm

Have complete control over your investment choices. Three Streams Financial is not influenced by shareholders, investors, partners, or bosses, so we can invest in anything that aligns with your risk profile.

WE ARE A FIDUCIARY

"I am a fiduciary under the Investment Advisers Act of 1940. This means that I am held to a strict standard of fiduciary duty, which has two components: a duty of care and a duty of loyalty.

The duty of care requires me to provide impartial and objective advice that is in my client's best interests based on their specific circumstances and investment objectives.

The duty of loyalty component requires me not to place my interests ahead of my clients and to provide complete and fair disclosure of all material facts related to the advisory relationship, including fees and conflicts of interest."

"I am a fiduciary under the Investment Advisers Act of 1940. This means that I am held to a strict standard of fiduciary duty, which has two components: a duty of care and a duty of loyalty.

The duty of care requires me to provide impartial and objective advice that is in my client's best interests based on their specific circumstances and investment objectives.

The duty of loyalty component requires me not to place my interests ahead of my clients and to provide complete and fair disclosure of all material facts related to the advisory relationship, including fees and conflicts of interest."

Three Streams Financial