Wealthspire to Acquire Fi3 Advisors

Wealthspire, an independent wealth management, advisory and business management firm, announced Tuesday it will acquire Fi3 Advisors, an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management.

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 Adviser Amy Hlavacek. Its clients will gain access to Wealthspire’s tax and estate planning, lifestyle management, family office accounting and trust services to serve multigenerational families.

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

With the addition of Fi3 and recent acquisition of retirement plan consulting firm Axia Advisory Corp., Wealthspire will oversee in the Indianapolis market approximately $3 billion in assets under management or advisement.

Wealthspire launched in November 2025 following the consolidation of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory and Ground Control Business Management. The relaunch followed the completion of Madison Dearborn Partners LLC’s acquisition of five NFP Corp. businesses from Aon PLC on October 30.