Someone really likes you...

SPECIAL $250 OFFER

Invest 30 minutes in you and your future

We're not your typical advisors.

We pride ourselves on being transparent, holistic and genuine.

Schedule a free call to see what FMI can do for you.

If you decide that FMI is the right fit, we'll reward you and the person who referred you with a $250 special offer.

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Frank Iozzo, CPWA® 
Founder, Private Wealth Advisor

We invest in you

We see every client as a relationship, not a transaction. Every solid relationship is built on micro deposits of trust, and we're happy to be the ones to invest first.

Free Initial Assessment

Save $250

Tell us what you're working towards and what you're currently doing to get there. We'll identify ways to meet your goals faster.

We'll determine the best way to support you, and you'll save $250 on your

first quarterly invoice.

An advisory firm built with
your needs in mind

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No Commitment

If you're not happy with your experience, you can leave

at any time.

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Fiduciary

We are legally required

to put your

best interests first.

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Flexible Services

Choose the service that provides you with

the most value.

A Better Return

FMI portfolios beat the market by an average of 4.50%* per year — meaning our clients earned 45% greater returns compared to using an index strategy.

 

You deserve more than okay. You deserve FMI.

GLOBAL INDEX

22.59%

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27.09%

Far More Than Investing

Your financial security is more than having a custom investment strategy. We make sure that every aspect of your financial life is working in the best way possible towards your goals.

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Cash-Flow Optimization

Create a budget and make your money work for you.

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Maximize Savings

Set goals, build up a financial cushion, and know which accounts give you the best results.

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Manage Debt

Find the best possible way to pay off your loans.

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401(k) Optimization

Optimize your contribution and household investment strategy.

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Personalize Your Insurance

Evaluate and choose the

best insurance coverage

for your needs.

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Benefits & Compensation

Get customized company benefit elections and stock strategies.

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Retirement Readiness

Be ready for retirement

with personalized

cash-flow projections.

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Tax Management

Manage your taxes to your benefit both today and in retirement.

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Legacy Planning

Ensure your assets are efficiently passed onto the next generation.

Personalized. Empowering. Responsive.

FMI was started on the belief that everyone deserves to work with a financial advisor who:

Is always a fiduciary and never sells products

Provides flexible services that can evolve 

with your needs

Makes investment opportunities available to all clients

Happy Couple

Invests with your bottom line in mind

Embraces technology to keep

you in control

Your path to save $250

1

Talk with us.

Get your most

pressing financial

questions answered.

2

Discover your way.

Live life on your

terms with our

helpful suggestions. 

3

Take action.

Choose a service and save $250 on

your first invoice.

 

Schedule your free assessment

Terms and conditions apply. FMI will provide a $250 credit towards its asset‑based advisory fees on your investment accounts for the first invoicing period. If for any reason you are not completely satisfied with FMI’s services, our advisory relationship will be terminated immediately and a prorated portion of your advisory fees will be returned.

 

No other fees, expenses, or market losses will be waived or reimbursed under this offer, including, but not limited to, the fees charged by issuers of particular securities.

 

FMI reserves the right to discontinue or modify this offer in the future at any time at its sole discretion.