Company profile

Fi3 Financial Advisors, LLC

Industry
Financial Services
Employees
16
Headquarters
Indianapolis, Indiana
Founded
2013
LinkedIn followers
907
Office locations
1

Fi3 Financial Advisors, LLC company summary

Fi3 Financial Advisors, LLC is a company in the Financial Services industry, headquartered in Indianapolis, Indiana, founded in 2013. On LinkedIn the company has around 16 employees and 907 followers. Its listed specialties include Family CFO, Investment Consulting, Wealth Planning, Family Leadership, Family Office.

What technology does Fi3 Financial Advisors, LLC use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Fi3 Financial Advisors, LLC

We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing generational wealth planning and investment advisory services to high net worth families. “Fee-only” means our only method of compensation is the fee we receive for the consulting advice we give. We don’t sell products; we don’t receive commissions. We do believe in fee transparency and value creation. Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.

Specialties

Family CFOInvestment ConsultingWealth PlanningFamily LeadershipFamily OfficeMulti-Family OfficeGenerational PlanningTax PlanningPrivate Equity

Where is Fi3 Financial Advisors, LLC located?

Fi3 Financial Advisors, LLC lists 1 location.

Indianapolis, Indiana, USHQ
8900 Keystone Xing, Ste 225

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Frequently asked questions about Fi3 Financial Advisors, LLC

What does Fi3 Financial Advisors, LLC do?

We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing generational wealth planning and investment advisory services to high net worth families. “Fee-only” means our only method of compensation is the fee we receive for the consulting advice we give. We don’t sell products; we don’t receive commissions. We do believe in fee transparency and value creation. Your experience with Fi3 will be highly personalized. We’ll ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family.

How many employees does Fi3 Financial Advisors, LLC have?

Fi3 Financial Advisors, LLC has around 16 employees on LinkedIn.

Where is Fi3 Financial Advisors, LLC headquartered?

Fi3 Financial Advisors, LLC is headquartered in Indianapolis, Indiana.

When was Fi3 Financial Advisors, LLC founded?

Fi3 Financial Advisors, LLC was founded in 2013.

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