


Fi3 Financial Advisors Email Formats
Financial Services • Indianapolis, Indiana, United States • 21-50 Employees
Fi3 Financial Advisors Email Formats
Fi3 Financial Advisors uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@fi3advisors.com), used 42.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@fi3advisors.com | 42.9% |
{first initial}{last name} | jdoe@fi3advisors.com | 28.6% |
{first initial} | j@fi3advisors.com | 28.6% |
Key Contacts at Fi3 Financial Advisors
Ivan Hoffman
Founder, Managing Partner
Nathan Kinney
Director Of Investments
John Sauder
Senior Director At Fi3 Financial Advisors
Amy Hlavacek
Director
Robert Schaefer
Senior Director Of Investments
Thays Rodrigues Cardoso
Senior Financial Planner / Associate Director
Dawn Cherry
Director Of Client Services
Company overview
| Headquarters | 8900 Keystone Xing, Ste 225, Indianapolis, Indiana 46240, US |
| Phone number | +13174268800 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Private Equity, Family Office, Investment Consulting, Generational Planning, Wealth Planning, Family Leadership, Multi-Family Office, Family Cfo |
| Founded | 2013 |
| Employees | 21-50 |
| Socials |
About Fi3 Financial Advisors
We are an independent, “fee-only” Registered Investment Advisor (RIA) and multi-family office. We serve as a fiduciary, providing generational wealth planning and investment advisory services to high net worth families. “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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Fi3 Financial Advisors has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
Fi3 Financial Advisors has never raised funding before.
Fi3 Financial Advisors Tech Stack
Discover the technologies and tools that power Fi3 Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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CRM
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Hosting
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Miscellaneous
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JavaScript libraries
Frequently asked questions
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