About Us

CB3 Financial Group, Inc. is dedicated to enhancing the financial lives and enriching financial legacies of our clients as well as the institutional clients with whom we work. As a independent investment advisory firm, we offer unbiased financial asset management focused on our clients' unique needs and priorities.

We believe that investing plays an important role in the overall financial well-being of our clients. We strive to help clients grow their investments to meet their personal financial goals. We partner with a select group of dynamic, successful individuals and institutions throughout the U.S. who value our objective advice, our wealth management expertise, and our ability to offer institutional depth with the flexibility of an independent firm. Our clients appreciate a passion for excellence, and enjoy working with an experienced team.

By providing superior investment management services; we not only manage our clients’ assets, we become one of them!

View CB3 Financial Group's current Corporate ADV.