Ivan Hoffman, CFP®   Managing Partner

Ivan Hoffman, CFP®

Managing Partner

 

Contact Ivan

317.426.8800 - Office

317.313.1155 - Cell

317.563.0178 - Fax

idhoffman@fi3advisors.com

Ivan Hoffman, CFP®

Ivan never stops learning. He asks questions and listens intently to the unique needs of each client.

Ivan serves as the Managing Partner of Fi3 Financial Advisors, LLC. His vision for a family-focused advisory firm came from his early career at the Irwin Miller Family Office, supporting six generations of the Irwin Miller family, and later select families as part of the expanded IMC Advisors office.

In 2013, Ivan founded Fi3 Financial Advisors to serve an exclusive group of clients through his "Family CFO" model.

Ivan integrates institutional investment consulting with deep planning, coordination, and governance to meet his clients’ goals. He helps families actively pursuing wealth to achieve financial independence, and works with families who have attained wealth to preserve it. He listens to the needs of each family to create the right financial plan to achieve their goals.

Ivan earned his undergraduate degree in Economics from DePauw University, and his Masters in Financial Planning and Taxation from Golden Gate University. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification. Prior to founding Fi3, Ivan served as an advisor at the Irwin Miller Family Office, Oxford Financial Group, and Key Private Bank.

Ivan is committed to his community. His involvement includes the Central Indiana Community Foundation, the Indianapolis Children’s Museum and The Indiana Children’s Wish Fund. He lives in the Geist area of Indianapolis with his wife, Andrea, and their three children.