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WITH

BLENDING

Leading Entrepreneurial Advisors

Senior Executive

Wall Street Experience 

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5 Biggest Mistakes of Transitions

Videos

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Look Beyond the Payout

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Introduction to f3Legacy

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f3Logic was built to break the traditional mold cast by large financial institutions.

 

With f3Logic, advisors are empowered to offer their clients the same high level of service and products they have come to expect without the bureaucracy of a larger organization and all the drawbacks associated with it.

Our goal is to help our advisors design and build an independent firm that you and your team can thrive in.

Take a look at our value prop in short:

 
 

Engineering Independence for Advisors

Consulting & Training

Investment Solutions

Insurance Solutions

Technology & Operations

Compliance Support

Marketing & Design

Multiple Custodians | Open-Architecture Investments | Advice on Transitions | Garden Leave | Technology

 

All engineered to improve the book value of your business. ​

 

Flexibility with f3Logic

 

Get in Touch with Us.

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Rich DeSalvo

CEO & Founder

E | rich.desalvo@f3logicllc.com

T | 201-787-0799

Kevin Nentwich

Managing Partner & Founder

E | kevin.nentwich@f3logicllc.com

T | 804-677-7376

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20,500+

possible funds

600+

fund companies

100%

fee transparency