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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

Happy Couple

FMI vs Other Advisors

It's not what we do. It's how we do it.


Most financial firms are set up to sell products like mutual funds and insurance that drive their bottom line — not yours.

FMI is a different kind of financial advisor. We started with the radical idea that everyone deserves personalized financial advice to help them build and protect wealth.

The difference is in our DNA.



No conflicts of interest
Simple, transparent fees
Holistic planning
Fully custom strategies
Flexible services
Modern technology
Personal relationship

Meet the Leadership Team


Frank Iozzo, CPWA® 
Founder, Private Wealth Advisor

Hello, I'm Frank! I began my career as a financial advisor because
of the financial struggles my family endured growing up. In my 15
years in wealth management at firms large and small, I saw the
shortcomings of the industry and knew that there was a better
way to serve clients. I started FMI pledging to always put my
clients' interests before my own, and I'm proud to know that my
life's work is bringing financial peace of mind to single-income
families like my own.


Katie Blechschmidt, CFP®
Director of Client Success

Hi, I'm Katie! I have a background in social work and a passion for helping others. I'm honored to have spent the last five years helping families navigate the many complexities of their wealth. I directly support clients at FMI with account maintenance, relationship management, financial planning, and financial wellness education.

Experience the FMI difference.

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