Fi3 Financial Advisors, LLC
Isabelle Beg currently serves as an Analyst at Fi3 Financial Advisors, LLC, a position held since June 2022. Concurrently, Isabelle is an Orr Fellow, participating in the Orr Fellowship program from June 2022 to June 2024. Isabelle Beg earned a Bachelor’s degree in Political Science and Spanish from DePauw University, where studies were completed from 2018 to 2022.
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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.