Wealthspire Acquires Fi3 Advisors

Wealthspire is acquiring Fi3 Advisors, an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management (AUM).

The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s Fiducient Advisors and reflects the continued expansion in serving high net worth and ultra-high net worth families following the launch of Wealthspire Family Office earlier this year. As part of Wealthspire, Fi3’s clients will have access to additional financial planning and investment resources, including access to Wealthspire’s Family Office capabilities, which bring together advanced tax and estate planning, lifestyle management, family office accounting, and trust services to serve the needs of multi-generational families.

With the addition of Fi3 and recent acquisition of Axia Advisory, Wealthspire will oversee approximately $3 billion in assets under management or advisement servicing institutional and private client relationships in the Indianapolis market.

“Over the past 13 years, Fi3 has built a distinguished reputation serving clients through a deeply personal family office experience,” said Mike LaMena, chief executive officer at Wealthspire. “Their approach aligns closely with how we serve clients, combining personalized guidance with the scale and resources needed to support more complex needs over time. We’re pleased to welcome their team and support their continued growth.”

Fi3 will continue to operate with the same client and firm leadership team, including managing partner Ivan Hoffman, partners Matt Simpson, and Sam Muse, and senior advisor Amy Hlavacek, who will remain actively involved in serving clients along with the broader client service team.