INDEPENDENT FINANCIAL ADVISORS
Your Way to Wealth
We create a fully transparent, custom plan to help you build and protect wealth your way.
Free Services To Get You On Track
90 DAY FREE TRIAL
Taking control of your finances has never been easier. See all of your accounts in one place, create and track a budget, and more.
CUSTOM TAX REPORT
Don't just file your tax return, plan it. Start maximizing #yourkeep with effective tax planning.
INTRO CALL
Talk to an advisor who puts you first and will make sure everything is working in the best way possible towards your goals.
WHY WE DO WHAT WE DO
"FMI was founded to make the best, personalized financial advice available to everyone. Now more than ever, we are here to help."
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.
