INDEPENDENT FINANCIAL ADVISORS

Finally, Advice That Puts Clients First

Live your best life today while we help secure your future

WHY WE DO WHAT WE DO

"Very few people are working with advisors who always have the best interests for their clients, and that shouldn’t be. Everyone should have access to the best, personalized advice and that's what we're out to do."

Frank Iozzo, CPWA® 

President, FMI Financial

IT'S A NEW ERA.
EXPERIENCE THE DIFFERENCE.

Why You Should Consider a Next Generation Financial Advisor

In recent years, the financial services industry has transformed dramatically as clients’ needs and expectations have evolved. While many larger firms have struggled to embrace these changes, FMI is out to set the standard on delivering personalized financial advice that puts our clients in greater control of their financial life and success.

Today’s technology delivered personally.

FMI’s financial planning tools provide a faster, more agile way to stay connected with your information and your progress.

THE FMI CLIENT RELATIONSHIP

Personalized. Empowering. Responsive.

Independence

Heads up – independence doesn’t mean fiduciary. While some advisors who claim to be independent align themselves with brokerage firms to sell products, FMI is completely independent and has no products to sell.

Technology

FMI’s clients have access to technology that allows them to stay in control wherever they go.

Fee-Only Fiduciary Advice

Although fiduciary has become a popular buzzword with many advisors, it is a  very high standard maintained by the SEC. FMI makes it a priority to always meet or exceed this standard in all client interactions.

Transparency

While others charge commissions, often without disclosing them to their clients, FMI’s fees are defined clearly with no surprises or hidden charges.

Let’s talk about your best opportunities.

Schedule an intro call so we can learn more about each other and assess your financial situation.

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