Fi3 Financial Advisors Background & Overview Overview

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.