Fi3 Advisors is a wealth management firm that offers a personalized and comprehensive family office experience to current and retired executives and professionals. As an independent and fee-only Registered Investment Advisor (RIA) and multi-family office, Fi3 serves as the family's Chief Financial Officer (CFO), providing financial planning and investment management services to high net worth families. With a focus on fee transparency and value creation, Fi3 does not sell products or receive commissions.

Instead, they offer objective and actionable advice tailored to each client's unique goals and resources. The experienced team at Fi3 includes CPAs and CERTIFIED FINANCIAL PLANNER™ practitioners who understand the language of business and recognize the importance of family dynamics. As fiduciaries, they collaborate with other professional advisors to implement a comprehensive plan and ensure that clients receive unbiased advice.

Learn more about how Fi3 can support your family's financial decisions by contacting them today