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Fi3 Financial Advisors Overview
Type
Multi Family Office
Year Founded
2013
General Information
Fi3 Financial Advisors is a multi-family office headquartered in Carmel. The firm provides independent, fee-only advisory services to high-net-worth families, offering financial planning, investment management, and fiduciary oversight. Fi3 Financial Advisors works closely with clients to address liquidity, tax, and estate considerations, tailoring strategies to each family’s needs—supports long-term wealth preservation and comprehensive financial stewardship.
Contact Information
Website:
https://www.fi3advisors.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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