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You know a little about us, now we want to get to know you.

The goal of your Free Assessment is to do just that.

Nothing to prepare - just easy, simple questions so we can build

your customized plan, based on your needs.


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Meet Our Founder


Frank Iozzo, CPWA® 

Frank began his career as a financial advisor because of the financial struggles his family endured growing up. Over his 13 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.

Blog Highlights

Read a few of our hottest blogs.

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When to take
Social Security
Should You Pay Off
Your Mortgage Early?
How to Maximize your Employee Incentive Stock Plans

Four considerations, including

one no one talks about

Five reasons why it may

not be best

Make the most of company

incentive stock awards

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