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