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.
Meet your financial advisors
Frank Iozzo, CPWA®
Founder, Private Wealth Advisor
Frank began his career as a financial advisor because of the financial struggles his family endured growing up. Over his 12 years in wealth management at large and small firms, Frank saw the shortcomings of the industry and knew that there was a better way to serve clients. Not wanting anyone else to have to go through those struggles and recognizing that most financial companies don’t put their clients’ interests before their own, he took the step to start FMI.
FMI was founded on two primary principles: 1) Every investor should work with a fiduciary; and 2) Every investor should pay for the services that he/she actually receives.
Private Wealth Advisor
Katie has over 4 years of experience in the wealth management industry, directly supporting clients in various capacities. Some of these responsibilities include account maintenance, relationship management, financial planning, and corporate financial wellness education.
Coming from a background in social work, Katie has always had a passion for helping others. This passion drove her to focus her practice exclusively on helping individuals, couples and families navigate the many complexities of their wealth. She is currently a candidate for the Certified Financial Planner® designation.
"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.
We are certified to identify and plan for challenges throughout the wealth accumulation journey.
We are legally required to put our client’s best interests first.
Choose the services that work for you and only pay for what you use.