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Fi3 Financial Advisors

Fi3 Financial Advisors

Fi3 Financial Advisors is an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing financial planning and investment management services to successful business owners and their families. Think of us as your family CFO. We understand family dynamics and will collaborate with your other professional advisors to implement a thoughtfully organized plan.

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.

Our CPAs and Certified Financial Planner™ practitioners understand the language of business. We believe that innovative financial planning and investment management should be integrated and centered on the achievement of goals. We are committed to providing proactive counsel, and we believe that forward-thinking advice and coordination with the advisory team is crucial to the family’s multi-generational success.

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.