FI3 Financial Advisors, LLC

Fi3 Financial Advisors is a fee-only registered investment adviser and multi-family office that primarily serves high‑net‑worth individuals and families, offering integrated financial planning, portfolio management, tax and estate coordination, pension consulting, and consolidated reporting. The firm positions itself as a Family Chief Financial Officer for clients, coordinating with CPAs and other professional advisors to implement wealth plans and ongoing administration.

The firm combines active and passive investment management with globally diversified asset allocation and manager selection, and relies on external research and modeling from a third‑party consultant to develop customized portfolios and investment policy statements. Investment implementation spans public and private markets — including mutual funds, ETFs, private equity and other private funds — and Fi3 provides ongoing monitoring, liquidity management and consolidated performance reporting.

What distinguishes Fi3 from many multi‑team peers is that it acts as an investment manager and adviser to private investment funds offered to accredited investors, and it has documented valuation and impairment practices for private holdings that affect reporting and fee calculations. The firm also integrates family governance, stewardship and philanthropic planning into its Family CFO services and maintains procedures to address conflicts when supervised persons or clients participate in private fund offerings.