Start with your story
We take time to understand what matters now, what may change, and what you want your money to make possible.
About 364 Investing
Guidance for every
financial season.
We help individuals, families, retirees, and business owners make thoughtful decisions about investing, retirement, and protection.
Our work begins by listening. From there, we build a practical strategy around your goals and help it adapt as life changes.
Rooted in West Alabama
Local perspective.
Long-term focus.
364 Investing was created to make financial guidance feel personal, understandable, and connected to the life each client wants to build.
Establishing our firm in the Northport/Tuscaloosa area gives us a wonderful hub to support our neighbors in surrounding communities all over West Alabama. We bring a local perspective and a long-term approach to every relationship. The goal is simple: clear guidance, practical decisions, and a financial strategy that can adapt as life changes.
The 364 commitment
“While it may only take one day a year to review a financial plan, we work behind the scenes for the other 364 to ensure our client's assets are on track to achieving their long-term goals.”
How we work
A relationship designed to keep you moving forward.
Make decisions practical
We translate complex choices into clear next steps shaped around your goals, timeline, and comfort with risk.
Stay aligned over time
We continue working behind the scenes and revisit the strategy as markets, priorities, and life evolve.