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
WHY FMI?
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.
Robo
Traditional
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
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.
Katie Blechschmidt, CFP®
Director of Client Success
Katie has over 5 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.