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.

Investment Management

Fi3 Financial Advisors, LLC

Ivan Hoffman

Robert Schaefer

Nathan Kinney

Fpqp Dawn Cherry

The Client Services team at Fi3 Financial Advisors, LLC is dedicated to providing exceptional and personalized support to our high net worth families. This team acts as the primary point of contact, addressing client inquiries, managing account details, assisting with the execution of financial plans, and ensuring a seamless experience. By focusing on responsive communication and meticulous attention to detail, they enhance client satisfaction and maintain the firm's commitment to fiduciary excellence.

Client Services

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Team members