Our Purpose

FI AdvisorsTM want to provide clients with the tools and knowledge they need in order to succeed. Our team is passionate about engaging in the lives of clients and empowering them to be released from anchors, embrace their identities, and encourage them forward to exceed their highest expectations.

We Serve Each Other

As an advising team, our sole purpose is to help clients while supporting each other. It's not about the individuals in the company
- it's about what we stand for and who we serve .

We Serve You

We want clients to receive the best financial counsel so that their goals are achievable. By providing planning solutions and resources, we ensure that each individual, institution, or organization can attain financial stability.

Partners

“The two most important days in your life are the
day you are born and the day you find out why.”

Mark Twain

President/Partner

Jeremy Davis

“[I believe] in doing the right thing, for the right reason, with the right people, in God’s time.”

Thank you for considering FI AdvisorsTM, it is an honor I don’t take lightly. Our team at FI AdvisorsTM has over 75 combined years of experience seeing to the needs of clients, institutions, and other advisors. Whether in the practice of asset management, insurance, wealth dispersal, or general financial security, we find joy in using our advanced financial knowledge to help others.

In my many years within the financial advisory industry I’ve learned an important lesson: true financial success comes when we learn how to manage money without loving it and remain open to generosity. We’ve been blessed with skill and wisdom in finance and wealth management and we are glad to share our knowledge with you. I understand it can take time to establish trust, but I’m glad you’re here and I look forward to earning your confidence. Truly, it is our privilege to serve you however we can.

We look forward to hearing from you!

Phone: 260-564-2166

We can’t wait to hear from you!