Careers at Fi3
Authentic. Curious. Driven.
Are you ready to do great work with an exceptional team? Fi3 Financial Advisors is a fee-only, independent Registered Investment Advisor (RIA) and multi-family office. Our team includes CPA and Certified Financial Planner practitioners who understand the language of business.
We also recognize family dynamics. We know that the planning and investment strategy must be integrated across multiple generations and entities.
Serving as a fiduciary, we act as the Family’s Chief Financial Officer, providing comprehensive financial guidance and investment management services to high net worth families.
Who We Are
At Fi3, we work hard to:
- Have the most talented advisors and support staff.
- Maintain an excellent reputation in the communities we serve.
- Deliver an exceptional client experience.
- Engage and work with wonderful clients.
What We Value
We value collaboration inside and outside of our offices. Our team members work together to solve complex challenges for clients. And we routinely work with the trusted advisors of our clients across all disciplines.
Meet our Leadership Team