Fi3 Financial Advisors, Llc

Get Full Access

Description

  • Fi3 Financial Advisors, LLC is a boutique financial advisory firm that uses a flat-fee compensation model to serve as a personal CFO for successful individuals and their families. Acting as a fiduciary, Fi3 partners with their clients to proactively guide them through a life cycle of financial decisions. This simplifies the financial complexity many families face, while providing them with greater oversight, analysis and transparency.Fi3 represents the financial and investment firm of the future. Successful families have come to expect more from their wealth advisor. We are here to deliver.
  • location

    Headquarters:10401 North Meridian Street Suite 205, Indianapolis, Indiana, United States

    More
  • Fi3 Financial Advisors, Llc phone

    Phone Number: +1 317-426-8800

  • Fi3 Financial Advisors, Llc website

    Website: https://www.fi3advisors.com

  • Fi3 Financial Advisors, Llc employees

    Employees:8

  • Fi3 Financial Advisors, Llc revenue

    Revenue:$1 - 10M

  • Fi3 Financial Advisors, Llc legal name

    Legal Name:Fi3 Financial Advisors, Llc

  • Fi3 Financial Advisors, Llc's Social Media

    Fi3 Financial Advisors, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 523110  |

    Show More
Person level website identification

CEO for Fi3 Financial Advisors, Llc

Ivan Hoffman

Founder, Chief Executive Officer And Managing Director

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Sam Muse

Partner

Matthew Simpson

Partner

Amy Hlavacek

Director

Frequently Asked Questions regarding Fi3 Financial Advisors, Llc

  • Where are Fi3 Financial Advisors, Llc's Headquarters?

    Fi3 Financial Advisors, Llc's Headquarters are in 10401 North Meridian Street Suite 205,Indianapolis,Indiana,United States

  • What is Fi3 Financial Advisors, Llc's phone number?

    Fi3 Financial Advisors, Llc's phone number is +1 317-426-8800

  • What is Fi3 Financial Advisors, Llc's official website?

    Fi3 Financial Advisors, Llc's official website is https://www.fi3advisors.com

  • What is Fi3 Financial Advisors, Llc's Revenue?

    Fi3 Financial Advisors, Llc's revenue is $1 - 10M

  • What is Fi3 Financial Advisors, Llc's NAICS code?

    Fi3 Financial Advisors, Llc's NAICS code is 523110

  • How many employees are working in Fi3 Financial Advisors, Llc

    Fi3 Financial Advisors, Llc has 8 employees

  • What is Fi3 Financial Advisors, Llc's Industry?

    Fi3 Financial Advisors, Llc is in the industry of Financial Services

  • Who is Fi3 Financial Advisors, Llc's CEO?

    Fi3 Financial Advisors, Llc's CEO is Ivan Hoffman

Company Directory