Fi3 Advisors

Overview

Fi3 Advisors, LLC identifies as an investment adviser registered with the U.S. Securities and Exchange Commission. Its July 24, 2026 Form CRS lists Wealthspire as its subsidiary company.¹ Fi3 describes itself as an independent, fee-only registered investment adviser and multi-family office.²

History

Fi3 says it was founded in 2013 with a vision of becoming a financial and investment advisory firm focused on comprehensive counsel for wealthy families and ultra-high-income earners.³

Timeline

1. 2013Fi3 says it was founded in 2013 with a vision of becoming a financial and investment advisory firm focused on comprehensive counsel for wealthy families and ultra-high-income earners.
2. 2026Its July 24, 2026 Form CRS lists Wealthspire as its subsidiary company.

Team

The listed Fi3 team includes Ivan D. Hoffman, CFP®; Sam Muse, CPA, CFP®; Matt Simpson, CPA, CFP®; Dawn Cherry, FPQP™; Garrett Kern, CFP®; Allison Cornacchione, FPQP™; Joey Conti, FPQP™; Thays Rodrigues Cardoso, MBA, CFP®; Lauren Horning; Noah Bannister, CPA; Lauren Sanger, FPQP™; Alyssa Summers, FPQP™; Kelsey Harris; Al Alessia, CFP®; and Nathan Kinney, CAIA.⁴

Services

Fi3 provides family-office Chief Financial Officer services, customized investment advisory services, and financial planning.¹

Its financial planning services include balance-sheet tracking, cash-flow and income planning, insurance risk management, income-tax planning, college planning, and health-insurance and benefits planning.⁵

Investment management services include consolidated reporting, global asset allocation, tax-loss harvesting, active and passive strategies, private-market ideas, and rebalancing.⁵

Estate and legacy services include charitable planning, estate planning, estate and trust flow charts, education funds, family mission and values, and wealth-transfer strategies.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance

Client Focus

The Fi3 Family Office serves individuals and families with multigenerational wealth. Its services include family education, philanthropy, stewardship, governance, tax planning, tax compliance, insurance evaluation, estate and wealth transfer, liability management, asset allocation, liquidity management, manager selection, and consolidated financial reporting.⁶

Approach

Fi3 says its approach integrates wealth planning, investment consulting, and family leadership. The firm says its CPAs and Certified Financial Planner practitioners collaborate with clients’ other professional advisers.⁶

Fi3 states that it does not sell products, receive commissions, use revenue-sharing arrangements, or receive kickbacks, and that it acts as a fiduciary.²

Minimums

Fi3 says its Family Office services are billed through an annual retainer. Its investment advisory relationship summary states a minimum annual fee of $10,000, which may be waived.¹⁶

FAQs

Related resources

• LocationMultifamily offices in Indianapolis

  This Indianapolis directory helps families compare local multifamily office providers by services, client focus, and location. It can help a reader assess how Fi3 Advisors' investment management, planning, tax, estate, fiduciary, philanthropy, and insurance services fit their family's needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related estate planning topics. A prospective client can use these materials to identify questions about wealth transfer, fiduciary roles, and family governance before discussing estate planning with Fi3 Advisors.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single family offices and wealthy families. Its material can help business owners understand different approaches to investment oversight, family-office support, philanthropy, and succession while considering an independent adviser such as Fi3 Advisors.

• DataMFOs by decade founded

  The MFOs by decade founded page gives historical context on when firms in this sector began operating. Readers can use it to frame questions about organizational continuity, ownership, service development, and how an adviser's experience may relate to a family's long-term planning needs.

• Similar firmsIndie Asset Partners, LLC
  Oxford Financial Group, Ltd.
  Spidel Burnfin

  Profiles for Indie Asset Partners, Oxford Financial Group, and Spidel Burnfin offer comparison points among firms serving affluent families and business owners. Reviewing their listed services, planning approaches, and family-office support can help a reader prepare focused questions for Fi3 Advisors about investment, tax, estate, trust, and risk planning.

Sources

1. Fi3 Advisors Form CRS, July 24, 2026
2. Fi3 Advisors
3. Fi3 Advisors founded in 2013
4. Fi3 Advisors team
5. Fi3 Advisors services
6. Welcome to the Fi3 Family Office

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.