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FI3 Financial Advisors, LLC Overview
Type
Multi Family Office
Year Founded
2013
General Information
FI3 Financial Advisors, LLC is a multi-family office headquartered in Indianapolis. Founded in 2013, the firm operates as an independent, fee-only Registered Investment Advisor, serving high-net-worth families with integrated financial planning, investment management, and family governance services. Its team of CFP professionals and CPAs acts as a “Family CFO,” coordinating tax, estate, and philanthropic strategies to preserve and grow multigenerational wealth.
Contact Information
Website:
https://www.fi3advisors.com
Year Founded:
2013
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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