Wealthspire Expands Family Office Footprint With Fi3 Advisors Deal

Wealthspire Advisors has agreed to acquire Fi3 Advisors, an Indianapolis-based boutique firm overseeing approximately $1.2 billion in assets under management, as part of its continued push into the high-net-worth and ultra-high-net-worth segments. The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s affiliated firm, Fiducient Advisors. 

The deal strengthens Wealthspire’s integrated platform, offering Fi3 clients access to expanded financial planning, investment management and specialized expertise, including the firm’s recently launched Family Office capabilities. 

“Over the past 13 years, Fi3 has built a distinguished reputation serving clients through a deeply personal family office experience,” said Mike LaMena. “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.” 

Wealthspire has been actively expanding through acquisitions, including its recent addition of Sellwood Investment Partners, an $11 billion advisory firm, and Axia Advisory, a $1.9 billion retirement plan consulting business. 

Fi3 will continue to operate under its existing leadership team, including Managing Partner Ivan Hoffman, Partners Matt Simpson and Sam Muse, and Senior Advisor Amy Hlavacek, ensuring continuity for clients as the firm integrates into Wealthspire’s broader platform.