Ivan Hoffman
Founder, Managing Partner at Fi3 Financial Advisors, LLC | Greater Indianapolis
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As the Founder and Managing Partner of Fi3 Financial Advisors, LLC, Ivan Hoffman brings a wealth of experience and a unique perspective to the world of multi-family office services. Since establishing the firm in 2013, Ivan has been dedicated to providing comprehensive generational wealth planning and investment counsel tailored to the specific needs of successful individuals and their families. His early career at the Irwin Miller Family Office, where he supported six generations of the Miller family, laid the foundation for his deep understanding of family dynamics and the complexities of wealth management.
At Fi3 Financial Advisors, Ivan leads a team that specializes in strategic financial planning, asset allocation, and investment advisory services. His expertise in portfolio management and capital allocation allows him to craft personalized investment strategies that prioritize capital preservation while seeking opportunities in private equity and venture capital. Ivan’s commitment to fostering long-term relationships with clients is evident in his hands-on approach to financial modeling and investment analysis, ensuring that each family’s unique goals and values are at the forefront of their financial journey.
Key projects under Ivan's leadership have included the development of tailored wealth management frameworks that address both immediate financial needs and long-term legacy planning. By integrating innovative investment strategies with a family-focused philosophy, Ivan has positioned Fi3 Financial Advisors as a trusted partner for families navigating the complexities of wealth across generations. His vision continues to inspire a holistic approach to financial advisory services, making Fi3 a leader in the industry.
Founder, Managing Partner at Fi3 Financial Advisors, LLC in January 2013 to Present
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Investments
Wealth Management
Strategic Financial Planning
Asset Allocation
Investment Advisory
Retirement Planning
Portfolio Management
Estate Planning
Private Equity
Alternative Investments
Hedge Funds
Financial Modeling
Capital Allocation
Family Office
Personal Tax Planning
Venture Capital
Private Banking
Wealth Accumulation
Capital Preservation
Multi-generational Planning
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Discover more about Fi3 Financial Advisors, LLCWhat is Ivan Hoffman email address?
Email Ivan Hoffman at [email protected] and [email protected]. This email is the most updated Ivan Hoffman email found in 2026.
What is Ivan Hoffman phone number?
Ivan Hoffman phone number is +13174968870 and +13173131155.
How to contact Ivan Hoffman?
To contact Ivan Hoffman send an email to [email protected] or [email protected]. If you want to call Ivan Hoffman try calling on +13174968870 and +13173131155. (updated on October 30, 2024)
What is Ivan Hoffman net worth?
Ivan Hoffman has an estimated net worth of $2,500 to $24,999
What company does Ivan Hoffman work for?
Ivan Hoffman works for Fi3 Financial Advisors, LLC
What is Ivan Hoffman's role at Fi3 Financial Advisors, LLC?
Ivan Hoffman is Founder, Managing Partner
What industry does Ivan Hoffman work in?
Ivan Hoffman works in the Financial Services industry.
Ivan Hoffman Email Addresses
Ivan Hoffman Phone Numbers
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