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Legacy
What your wealth makes possible beyond you.
3LM / About 3LM
3LM was built to help families make better financial decisions.
An independent wealth management firm headquartered in the Indianapolis area, built for the people who trust us with a lifetime of work.
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Where it began
When someone trusts you with what they have spent a lifetime building, that responsibility should never become routine. 3LM started from that belief.
People bring us their hard-earned savings, the equity in a business, the reward for a career of work. We want to do justice to that trust: to sit on their side of the table, ask the harder questions, see the whole picture and help them through the biggest financial decisions of their lives.
Independence gives us the freedom to hold that standard across everything we do. To us, independence means owning the standard.
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Inspired by three children
The name 3LM was inspired by Vinya’s three children. They are a daily reminder that what we build matters beyond us, and that the decisions a family makes today shape the generations that follow.
The children gave the firm its name. Three principles give it meaning.
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Legacy. Leverage. Longevity.
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Leverage
Making every resource work with intention: capital, time, opportunity, taxes and choices.
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Longevity
Decisions designed to endure through market cycles and across generations.
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What we believe
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The objective isn’t complexity. It’s better decisions.
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Money is rarely just money. It is work, sacrifice and the people you care about.
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The portfolio should serve the plan. The plan should serve the life.
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Every recommendation needs a reason, and sometimes the right move is to do nothing.
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Risk is more than volatility. Concentration, taxes, liquidity and emotional decisions all count.
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Technology that supports the relationship
We use technology to analyze more, monitor closely and spot opportunities sooner. It works behind the advisor, never between you and us.
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Built to last beyond any one person
3LM is being built as a company, not a one-person practice, with sophisticated advisors, strong infrastructure and a clear standard of care. The goal is to become the first call for every meaningful financial decision in a client’s life.
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Supported by LPL Financial
3LM operates through LPL Financial, pairing personal accountability and customized advice with established infrastructure. Custody and brokerage details are set out in your relationship documents.
Next step
Meet the advisor behind the standard
Read about Vinya’s journey, how she works and the education behind her advice.