Remote Jobs at Q3 Advisors

Q3 Advisors

11 - 50 employees

Founded 2015

💸 Finance

👥 B2C

Finance • B2C

Q3 Advisors is a fiduciary financial advisory firm specializing in Roth conversions and retirement tax planning for high-net-worth IRA owners. The firm offers objective, flat-fee comprehensive financial planning and a proprietary “Rothology®” process designed to minimize lifetime and heir tax liabilities (including IRMAA and RMD optimization), backed by educational resources, webinars, and a money-back promise for qualified clients. Founded and led by CFP Craig Wear, Q3 focuses on personalized tax-aware strategies rather than product sales or advisor switching.