A complete list of active advisors currently associated with FI3 Financial Advisors, LLC

Warmer can help you find a great advisor at FI3 Financial Advisors, LLC or one who fits your needs even better.

Fi3 Financial Advisors, LLC primarily serves high‑net‑worth individuals and multi‑generational families as a multi‑family office, offering Family Chief Financial Officer services, comprehensive wealth planning, tax and estate coordination, pension consulting, and investment management. The firm provides consolidated reporting and monitoring across public and private holdings and offers private investment vehicles to accredited investors. Fi3 combines active and passive portfolio management with integrated financial planning, collaborating with CPAs and other trusted professionals to implement family‑level strategies for liquidity, tax efficiency, and wealth transfer. Its investment program spans broad public and private asset classes — including equities, fixed income, absolute‑return strategies, private equity, real estate and private funds — and the firm engages affiliate consultant Fiducient Advisors for manager due diligence, modeling and customized allocation development. What is distinctive in Fi3’s brochure is its role as adviser to proprietary private funds (for example, the Fi3‑ACP Fund 2022 and Fi3 Capital Private Equity funds), with fund economics disclosed (including a carried‑interest arrangement of 10% only after investors earn a 7% IRR for one fund) and an explicit discussion of private‑investment valuation practices. The brochure also documents the firm’s July 1, 2026 acquisition by Wealthspire Advisors LLC and its use of affiliate and custodian research and institutional services, as well as procedures to address conflicts tied to private fund valuations and fee calculations.

To learn more about the advisors currently working at FI3 Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Alexander Alessia	Indianapolis, IN	5
Michael Emerson	Indianapolis, IN	10
Ivan Hoffman	Indianapolis, IN	22
Garrett Kern	Indianapolis, IN	3
Nathan Kinney	Indianapolis, IN	5
Samuel Muse	Indianapolis, IN	11
Thays Rodrigues Cardoso	Indianapolis, IN	1
Kirstyn Simon	Indianapolis, IN	9
Matthew Simpson	Indianapolis, IN	23

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