Florio Wealth Management, LLC is owned and operated by our president, James (Jim) Florio. As a experienced fiduciary and investment advisor representative, James is more than qualified to help you create the perfect financial plan for your future. Our advisors provide you with the resources, advice, and dedication you need to manage and grow your wealth.
At the core of our practice, we emphasize the vital significance of collaborating with fiduciary advisors. We embody this commitment to integrity and trustworthiness, and are bound by law to prioritize the financial well-being of our clients above all else.
Our Firm operates with the highest ethical standards, ensuring that every recommendation is in the best interest of those we serve. With a transparent approach, including full disclosure of our compensation structure, we eliminate any potential conflicts of interest and providing peace of mind to clients.
Jim Florio began helping people with their retirement planning in 2006.
In 2021 Jim decided to open his own firm, Florio Wealth Management, LLC, so he could better help and educate individuals and families on how to plan their financial future.
As an Independent Advisor and Owner of his own firm, Jim says, "I answer to no one above me, but the Good Lord. I don't have shareholders to answer too, I answer only to my clients."
Jim is a fully licensed IAR, Insurance, and National Social Security Advisor. In addition, he is a volunteer for the American Patriot Service Corp, an organization that helps our Veterans 65 years and older apply for the Aid and Attendance Benefits.
31 years of age, born and raised right here in Seminole Florida. Graduated in 2019 with a bachelor's degree in business management and leadership from St. Petersburg College. Florida licensed insurance agent.
A graduate of the University of Cincinnati, with a Bachelor of Science in Accounting, a Certified Public Accountant for over thirty years, Certified Financial Planner TM practitioner and Certified Investment Management Analyst. Mike is also the Funds Manager for FWM, LLC. His experience and values complement our firm, and his expertise is invaluable to us. Mike's philosophy when investing for retirement is to “smooth out the ride.” Reduce volatility in your portfolio so you can better plan for the future.
Certified College Advisor
Notary Signing Agent
Tom Best is a Federal Employee Benefits Consultant. Tom enjoys helping Federal employees navigate the complex Federal Benefits Plans.
As a retired Air Force Officer and aviator, he knows the importance of "planning the flight. Before "flying the plan." Tom adheres to the core values of "service before self" and integrity in all he does.
As a Federal Employee Benefits Specialist, Tom is adept in helping those employed by the Federal government to get answers to complex questions. Answers to questions that are normally fielded by the HR department in the corporate world.
Federal employees often have questions regarding life insurance, disability benefits, pension benefits, social security, the Thrift Savings Plan (TSP), and the best possible timing of their retirement from federal service.
With over 20 years of financial services experience, Tom enjoys working with all who desire to reduce or avoid common investment risks, while helping them to grow and protect accumulated assets needed to provide secure income during their retirement years.
Over the years, we've developed a strong relationships with all of clients and helped them
achieve their financial goals.
Here's what our clients are saying about us.
Join us for an empowering financial education seminar that will equip you and your group with the knowledge and tools needed to thrive in today's economy. Invite your group and embark on a journey to financial freedom together!
Why financial education?
We believe our clients need to be part of the process. Understand why we recommend the portfolio and or products we believe fit you and your family's financial situation.
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