Investing Reimagined
We’re not just Financial Advisors - we’re your financial relationship for life. We want to help set you and your family up for success now and for every milestone in your future.
It's all about timing
With more than three decades of experience in the wealth management industry, we’ve seen what truly drives long-term success. One truth became clear. Investor outcomes are determined by three factors: the taxes you pay, the risk you take, and the planning that’s done. 345 Wealth Management was founded on this empirical insight, built from decades in the field to help clients optimize these three levers that have the greatest impact on achieving their goals. Today, with over 120 years of combined experience, our mission remains simple: creating tax efficient strategies, risk based investing, more personalized planning.
Risk based investing
We provide guidance and comprehensive financial planning around the most important phases of your life: Accumulation, Distribution, and Transfer.
Tax efficient investing
We utilize tax location strategies to reduce your tax liability risk.
More Planning
We help you in all aspects of the planning process, from accumulation, distribution, and transfer.
We're in it for the long run
We exist because we want to provide exceptional service, personalized recommendations, and guidance to our clients. We help remove the financial uncertainty, create tax efficient strategies, but most importantly, we help you make your dreams happen. Learn more about why we do what we do.
Dillan Micus
Owner/CEO
Dillan Micus is the owner & CEO of 345 Wealth Management, a financial services firm focused on guidance and comprehensive, detailed planning around the three most important phases of wealth management. Dillan has created and built out several businesses and concepts under the 345 Wealth Management umbrella, and prior to founding 345 Wealth Management in 2022, served as the Executive Vice President of his current broker-dealer, now Equitable Advisors. During his tenure, Dillan grew the branch from a few hundred million dollars of assets placed under management, to $3 billion dollars in assets placed under management while recruiting, retaining, and supervising some of the best and brightest talent in the market. CA Insurance Lic. #0D37828
Patrick Kearns
Owner/President
Pat is the President and Co-Founder of 345 Wealth Management. He most recently served as Senior Vice President of the Southwest Branch of Equitable Advisors, an office which housed over 100 advisors and collectively managed $3 billion in assets. With over 20 years of experience in the financial industry, Pat was able to take his time as an advisor and as Senior Vice President to compile what he believes are the best ideas in the industry. This led to the creation of 345 Wealth Management, with a goal of creating a detailed plan for each phase of life, so his clients can do more of what they love. CA Insurance Lic. #0E65259