Fi3 Financial Advisors, LLC
Dylan Hamerin is an accomplished analyst at Fi3 Financial Advisors, LLC, overseeing $200M in assets and supporting financial planning processes. With a diverse professional background, Dylan has also served as an Investment Operations Specialist, leading software implementations and preparing detailed investment reports. As an Orr Fellow, selected from a competitive applicant pool, Dylan honed leadership skills and achieved recognition in a case competition. Experience as an assistant coach in varsity boys tennis and baseball showcases commitment to team development and successful coaching strategies. Previous internships in finance and operations have equipped Dylan with analytical skills and operational efficiencies, complemented by early experience in customer service roles. Dylan holds a Bachelor's degree in Finance from the University of Indianapolis.
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Fi3 Financial Advisors, LLC
We are 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 high net worth families, acting as the Family CFO. “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.