Fi3 Financial Advisors, LLC
Kelsey Harris has diverse experience in client services and administrative roles, currently serving as a Client Services Associate at Fi3 Financial Advisors, LLC since April 2022. Prior to this position, Kelsey held the role of Administrative Assistant at Majestic Care from April 2019 to April 2022 and at Green Wave Computer Recycling from April 2017 to April 2019. Kelsey earned an Associate's degree in Business Administration and Management from Vincennes University between 2010 and 2013.
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.