Firm Structure
How 3 Financial Group, 3FG Wealth, and 3FG Law Work Together
3 Financial Group serves as the marketing and educational platform for the services described below. While our work is intentionally coordinated, each service is provided through a legally distinct entity and governed by its own professional standards, licensing requirements, and engagement agreements.
3 Financial Group
3 Financial Group is not a registered investment adviser or law firm. Its role is limited to education, outreach, and introducing prospective clients to appropriate services based on their needs.
3FG Wealth
Financial planning and investment advisory services are provided through 3FG Wealth, a doing business as (DBA) name of Continuum Advisory LLC, an SEC-registered investment adviser. Clients receiving investment advisory services enter into an advisory agreement directly with Continuum Advisory LLC.
3FG Law
Estate planning and legal services are provided through 3FG Law, a separate law practice. Legal services are governed by state law and provided pursuant to a separate attorney-client engagement agreement. Legal services are not provided under Continuum Advisory LLC.
Important Client Disclosures
- Clients may choose to engage one service, both services, or neither.
- No client is required to engage multiple entities.
- Each service is provided under a separate agreement with its own fees, scope, and legal obligations.
- Coordinated services are offered for client convenience and continuity, not because of any contractual requirement.
We believe transparency is essential and encourage clients to ask questions at any time about how services are delivered or billed.