Your Path to Financial Wellness Starts Here
Flat Fees. Real Advice. Purpose Driven.
Your Path to Financial Wellness Starts Here
Flat Fees. Real Advice. Purpose Driven.
Flat Fees. Real Advice. Purpose Driven.
Flat Fees. Real Advice. Purpose Driven.
Holistic + Life-Centered
We start with your values, not your balances. Money is a tool to live a life of meaning—whether that means retiring early, starting a business, or giving generously.
Values-Aligned Investing
Your investments should reflect your convictions. We offer customized portfolios including ESG, faith-based, and values-driven options.
Behaviorally Smart
Most financial decisions are emotional. That’s why we use behavioral tools to uncover your money mindset and help you build habits that stick.
Flat-Fee, Fee-Only & Conflict-Free
You deserve advice that’s in your best interest—not tied to commissions or product sales. Our flat-fee, subscription-based pricing ensures transparency, fairness, and true alignment with your goals.
Real-Time + Tech-Powered
No more outdated plans sitting in drawers. We use smart tools that update as your life changes, giving you on-demand clarity and confidence.
"I partner with you to create a plan that helps you live the life you want — now and in the future."
Jared Snyder, MBA, CFA, CFP®
At Three Strand, we’re proud to be a fee-only firm — that means no commissions, no product sales, and no hidden incentives. We charge a flat monthly fee based on the level of planning and support you want — not how much money you have.
Life is not stationary. We offer consistent, quarterly meetings (Core & Partner Plans) and email access to help you stay on track. Life evolves — and so should your financial strategy.
Our Partner Plan includes professionally managed portfolios for one flat monthly fee — no percentage-based charges eating into your returns.
As a fiduciary, we’re legally and ethically obligated to act in your best interest — everyone deserves access to quality financial guidance, not just the wealthy.
I believe quality financial advice should be accessible to everyone, no matter how much you have to invest.