About Us

360 Wealth Advisors LLC was founded by a highly accomplished team of advisors who spent a collective 40+ years at industry heavyweights Merrill Lynch, Morgan Stanley Smith Barney, and UBS Wealth Management.  Together they joined to form a privately owned financial consulting firm with the goal of providing access to unmatched global resources, but with a personalized, boutique client experience free of outside influence.

The name of the firm is a nod to both Austin’s award-winning and uniquely designed Pennybacker Bridge, more commonly known as the 360 Bridge, and the type of experience we want to provide for our clients – advice that’s built on a 360-degree holistic view of their financial and personal lives.

360 Wealth Advisors leads a team of financial advisors and professionals across the wealth management spectrum with the goal of building better personal connections between clients, advisors, and their firm. Our mission is to provide a high level of responsiveness and personal service to clients, informed by a deep understanding of their needs and preferences.

With wealth comes great opportunity, as well as an increasing complexity of choice—especially with respect to who you entrust to share your financial and personal aspirations. While maintaining and growing your assets is critical, developing a strategy for leaving behind a legacy and having the freedom to pursue what matters to you is equally important. As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary strategies and services without obligation to sell any particular product or brand – keeping our focus solely on your objectives.

Additionally, as an extension of our firm, we are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer*.  Providing service to $1.4 trillion in brokerage and client assets, ** LPL provides the technology and breadth of services to support sophisticated wealth management solutions as well as extensive enterprise partnerships with leading providers such as Goldman Sachs, Morgan Stanley, JP Morgan, and more.   The LPL Research team is one of the largest and most experienced research groups among independent brokerage firms, comprised of seasoned and accomplished industry veterans.

*As reported by Financial Planning magazine, June 1996-2024, based on total revenue.

**Data as of May 2024.