{"id":413409,"date":"2026-05-05T20:32:12","date_gmt":"2026-05-05T20:32:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/413409\/"},"modified":"2026-05-05T20:32:12","modified_gmt":"2026-05-05T20:32:12","slug":"wealthspire-to-acquire-fi3-advisors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/413409\/","title":{"rendered":"Wealthspire to Acquire Fi3 Advisors"},"content":{"rendered":"

NEW YORK–(BUSINESS WIRE<\/a>)–Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced it has entered into an agreement to acquire Fi3 Advisors (\u201cFi3\u201d), an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management (AUM).*<\/p>\n

\nThe transaction builds on a decade-long relationship between Fi3 and Wealthspire\u2019s 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\u2019s clients will benefit from expanded financial planning and investment resources, broader access to specialized expertise, and an integrated platform designed to support increasingly complex financial needs. This includes access to Wealthspire\u2019s 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.<\/p>\n

\nWith 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.<\/p>\n

\n\u201cOver the past 13 years, Fi3 has built a distinguished reputation serving clients through a deeply personal family office experience,\u201d said Mike LaMena, chief executive officer at Wealthspire. \u201cTheir 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\u2019re pleased to welcome their team and support their continued growth.\u201d<\/p>\n

\nFi3 will continue to operate with the same client and firm leadership team, including managing partner Ivan Hoffman, CFP\u00ae, partners Matt Simpson, CPA, CFP\u00ae and Sam Muse, CPA, CFP\u00ae, and senior advisor Amy Hlavacek, CPA, CFP\u00ae, who will remain actively involved in serving clients along with the broader client service team. The partnership adds behind-the-scenes support, helping the team maintain its high level of service while staying focused on planning, advice, and proactive client service. Fi3 was recently named to Wealth Management\u2019s 2026 RIA Edge 100, an annual recognition of firms growing with intention while maintaining a strong focus on client experience, as well as USA Today\u2019s list of the best financial advisory firms in 2026.<\/p>\n

\n\u201cWe have dedicated our entire existence to doing things with intention and with a singular focus on helping our clients reach their goals,\u201d said Hoffman. \u201cBy partnering with Wealthspire, our clients will benefit from a full suite of resources while continuing to receive the bespoke, high-touch service they have come to expect from us.\u201d<\/p>\n

\nAbout Wealthspire
\n
Wealthspire is an independent wealth management, institutional advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services\u2014empowering clients to navigate complexity with clarity and confidence.<\/p>\n

\nWith over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.<\/p>\n

\nWealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first\u2014our clients, our colleagues, and our communities.<\/p>\n

\nFor more information, visit www.wealthspire.com<\/a>.<\/p>\n

\n*Data represents assets under management for Fi3 Advisors as of 3\/31\/2026.<\/p>\n","protected":false},"excerpt":{"rendered":"NEW YORK–(BUSINESS WIRE)–Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced it has entered…\n","protected":false},"author":2,"featured_media":413410,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-413409","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/413409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=413409"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/413409\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/413410"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=413409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=413409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=413409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}