TheJobsMapFi3 Financial Advisors, LLC jobs and careers
Indianapolis, IN, United States
About 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.
Founded in 2013 by Ivan Hoffman.
- Founded
- 2013
- Employees
- 11 to 50
- Headquarters
- Indianapolis
Leadership
The top of Fi3 Financial Advisors, LLC's org chart, with how many people report into each leader.
Ivan Hoffman
Managing Partner
11 reports
Fpqp Dawn Cherry
Director Of Client Services
3 reports
Nathan Kinney
Director Of Investments
2 reports
Matthew J. Simpson
Partner
Alexander Alessia
Associate Financial Advisor
Thays Rodrigues Cardoso
Senior Financial Planner / Associate Director
Kirstyn Simon
Senior Financial Planner
Jobs at Fi3 Financial Advisors, LLC
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