Wealthspire has acquired Fi3 Financial Advisors, LLC for an undisclosed amount. Fi3 Financial Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) and multi-family office that serves as a fiduciary, providing generational wealth planning and investment advisory services to high net worth families.
Fi3 operates on a "fee-only" compensation model, meaning its sole method of compensation is the fee received for consulting advice, without selling products or receiving commissions. This approach emphasizes fee transparency and value creation, delivering a highly personalized client experience. The firm is known for its thoughtful engagement with clients, listening to their perspectives, and providing the necessary tools for effective financial decision-making for their families.
This acquisition represents a strategic expansion for Wealthspire, a prominent wealth management firm dedicated to providing comprehensive financial guidance. The integration of Fi3's specialized expertise in serving high net worth families and its commitment to a transparent, fiduciary-based model aligns directly with Wealthspire's objectives to enhance its service offerings and deepen its presence in the sophisticated wealth planning sector. The move is expected to create significant synergies by combining Fi3's personalized advisory approach and deep client relationships with Wealthspire's broader resources, technological infrastructure, and operational capabilities.
The combined entity aims to deliver an even more robust suite of comprehensive and highly personalized financial advisory services. This integration is poised to offer enhanced resources, expanded capabilities, and continued client-centric support, further solidifying the firm's position in the competitive landscape of generational wealth planning and investment advisory for high net worth individuals and families.