
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
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 dont sell products; we dont receive commissions. We do believe in fee transparency and value creation. Your experience with Fi3 will be highly personalized. Well ask thoughtful questions, listen to your perspective, and deliver the tools you need to make effective financial decisions for your family
Family cfo,investment consulting,wealth planning,family leadership,family office,multi-family office,generational planning,tax planning,and private equity
Fi3 financial advisors, llc operates in the Financial services industry.
Fi3 financial advisors, llc's revenue is 1m - 10m
Fi3 financial advisors, llc has 11 - 50 employees.
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