New Fee-Only Wealth Management Firm Launched with Indianapolis Headquarters

Share Article

Innovation, Integration and Independence are the driving forces of Fi3 Financial Advisors, LLC, a new financial planning & investment advisory firm that is reinventing the model serving wealthy families by focusing on balance sheets and not simply brokerage accounts.

There are lots of salespeople trying to gather investment assets. There are very few credentialed, professionals providing sound financial guidance that will help clients achieve all that is important to them.

Fi3 Financial Advisors was founded with a vision of becoming the financial & investment advisory firm of the future. The firm is led by CEO & Managing Director, Ivan Hoffman, a CERTIFIED FINANCIAL PLANNER™ and veteran in the wealth management industry.

Fi3 Financial Advisors ("Fi3") provides wealthy families and ultra-high income earners independent, unbiased, comprehensive financial & investment counsel. The firm has introduced a unique service offering aimed at improving the client experience, while simultaneously, having the ambition of redefining how clients are charged for financial advice.

Mr. Hoffman explains, “Our preferred service model is based on a client’s net worth, not assets under management. We want our clients to view us as their Personal Chief Financial Officer. We want to be a sounding board for any financial decision our clients face. The best way to do this is to get clients focused on more than just investment performance. The fee-for-service model based on the size and complexity of a client’s balance sheet is the way of the future. Clients have come to expect more from their advisor. We are here to deliver.”

In discussing the motive behind the firm, Mr. Hoffman stated, "We are focused on creating an organization that goes well beyond the traditional bank and brokerage model. There are lots of salespeople trying to gather investment assets. There are very few credentialed, professionals providing sound financial guidance that will help clients achieve all that is important to them.”

About Fi3 Financial Advisors

Fi3 is a Registered Investment Advisor (RIA), headquartered in Indianapolis, with a geographic focus in the Midwest and Southeast. Fi3 is an independent, fee-only firm providing families and institutions financial planning advice and forward-thinking investment perspectives, including an expertise in non-traditional asset classes, such as private equity and hedge funds. Fi3 specializes in serving clients with a net worth above $2 million.

For additional information, call 866.343.5203, or visit http://www.fi3advisors.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ivan Hoffman
Fi3 Financial Advisors, LLC

Visit website