ABOUT FMI

Why we started FMI.

FMI was founded with the belief that everyone deserves access to a financial adviser who is legally required to put their interests first.

 

We are passionate about helping our clients build the life of their dreams with practical and sound financial advice.

Frank Iozzo, CPWA® 

Founder, FMI Financial

Meet your financial advisor.

Frank is a CPWA® professional, certified to identify and plan for the financial challenges of life. He is one of only 2,185 CPWA® professionals in the United States and one of only 179 in the state of Illinois.

He began his career as a financial advisor due to the financial struggles his family endured growing up. Not wanting anyone else to have to go through those struggles, and seeing the way most financial companies don’t put their clients’ best interests first, he took the step to start FMI.

"A client’s trust is something that I don’t take lightly, and I understand that we build that trust over time with each interaction."

Frank Iozzo, CPWA®

A financial planner you can trust.

Certified Professionals

We are certified to identify and plan for challenges throughout the wealth accumulation journey.

Fiduciary

We are legally required to put our client’s best interests first.

Flexible Services

Choose the services that work for you and only pay for what you use.

Discover your way to wealth.