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.
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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.
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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
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.