Someone really likes you...
SPECIAL $250 OFFER
Invest 30 minutes in yourself 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.*
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
No Commitment
If you're not happy with your experience, you can leave
at any time.
Fiduciary
We are legally required
to put your
best interests first.
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%
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.
Cash-Flow Optimization
Create a budget and make your money work for you.
Maximize Savings
Set goals, build up a financial cushion, and know which accounts give you the best results.
Manage Debt
Find the best possible way to pay off your loans.
401(k) Optimization
Optimize your contribution and household investment strategy.
Personalize Your Insurance
Evaluate and choose the
best insurance coverage
for your needs.
Benefits & Compensation
Get customized company benefit elections and stock strategies.
Retirement Readiness
Be ready for retirement
with personalized
cash-flow projections.
Tax Management
Manage your taxes to your benefit both today and in retirement.
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
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. This promotion does not apply to hourly consultations. 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.