Fiori Financial Group

What Fiori Financial Group does

Fiori Financial Group, operating as FFG Partners, LLC, is a registered investment adviser headquartered in Fort Lauderdale, Florida, founded approximately 21 years ago. The firm provides individual wealth management, asset preservation, tax-advantaged investment strategies, 401(k) and customized retirement plan design, risk management, estate planning, and client real estate portfolio evaluation. Its principal leadership comprises Margaux Fiori (CEO) and Scott Verlangieri (CFO), with Gabriel Levy serving as junior partner and COO since February 2021.

The firm operates from a single Fort Lauderdale office with 1-10 employees and supports execution and reporting through custody and technology relationships with Goldman Sachs, Black Diamond (Advent), and the Charles Schwab Alliance. Revenue is generated via recurring advisory fees as a percentage of assets under management, the standard RIA economic model. Fiori has assembled a network of strategic partners across legal, tax, real estate, lending, and luxury travel services to deliver integrated household advisory rather than building these capabilities in-house.

The practice has accumulated multiple Forbes recognitions and Raymond James industry awards, which are used as third-party credibility endorsements. The client base consists of individual investors and households, with a notable emphasis on real estate portfolio advisory alongside traditional financial planning. No proprietary technology, AI/ML capabilities, external funding rounds, or M&A activity are disclosed in available materials, and the firm has not signaled geographic expansion beyond South Florida.

Name

Fiori Financial Group

Legal name

FFG Partners, LLC

Website

https://fiorifg.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Fiori Financial Group is a Fort Lauderdale-based registered investment adviser providing wealth management, tax, estate planning, and real estate portfolio advisory to individual investors and households, operating with 1-10 employees under recurring AUM-based advisory fees.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Investment advisory services
• Retirement planning
• Estate planning services
• Asset preservation strategies

Headquarters

HQ city

Fort Lauderdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: As a registered investment adviser, Fiori Financial Group generates revenue through advisory fees, typically charged as a percentage of assets under management (AUM). Services include individual wealth management, asset preservation, tax-advantaged strategies, retirement planning, risk management, and estate planning. The firm operates exclusively in jurisdictions where properly registered or excluded from registration requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Fiori Financial Group (FFG Partners, LLC) is a registered investment adviser providing personalized wealth management services to individual investors and high-net-worth clients. The firm delivers a unified suite of financial advisory services including individual wealth management, asset preservation, tax-advantaged strategies, 401(k) and customized retirement plans, risk management, estate planning, and client real estate portfolio evaluation.

Product overview

Fiori Financial Group operates as a wealth management advisory firm offering a unified suite of financial services. The core offering centers on Individual Wealth Management combined with complementary services including Asset Preservation, Tax Advantage Strategies, 401(k) and Customized Retirement Plans, Risk Management, Estate Planning, and Client Real Estate Portfolio Evaluation. The firm is led by co-founders Margaux Fiori (CEO) and Scott Verlangieri (CFO), both New Jersey natives with Italian roots, serving clients from their modern family office in Fort Lauderdale, Florida. The company emphasizes relationship-based financial management built on trust, family values, and loyalty, with 21 years of operational history and 51 years of combined industry experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Wealth Management
• Asset Preservation
• 401(k) and Customized Retirement Plans
• Risk Management
• Estate Planning
• Tax Advantage Strategies
• Client Real Estate Portfolio Evaluation

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Goldman Sachs Custody SolutionscoreOthersGoldman Sachs Custody Solutions is a financial leader committed to working with the industry's preeminent advisory practices, including Registered Investment Advisors and advisory teams seeking independence. They provide the infrastructure and platform to enable advisors to deliver an exceptional client experience through their digital-first custody and trading services.
• Jimenez Law OfficescoreStrategic or Co-development PartnerJimenez Law Offices provides estate, trusts, and probate legal services as a strategic partner to Fiori Financial Group. The partnership enables comprehensive estate planning services for FFG clients with integrated legal expertise.
• Mid Atlantic FundingcoreStrategic or Co-development PartnerMid Atlantic Funding provides custom lending solutions as a strategic partner, offering alternative financing options and lending services for FFG clients seeking capital or debt solutions.
• A C Tax AdvisorscoreStrategic or Co-development PartnerA C Tax Advisors provides full-service accounting and tax preparation, as well as tax consulting and advisory services as a strategic partner. This partnership enables FFG to offer comprehensive tax planning and compliance services to clients while maintaining appropriate professional boundaries (FFG does not render tax advice).
• LuxuryVacationStaysminorStrategic or Co-development PartnerLuxuryVacationStays provides luxury vacation home management services as a strategic partner, offering FFG clients access to premium vacation property management and rental services.
• Chauvel & GLAT, LLPcoreStrategic or Co-development PartnerChauvel & GLAT, LLP provides employment law and corporate matters legal services as a strategic partner to Fiori Financial Group.
• Sports International Group, Inc.minorStrategic or Co-development PartnerSports International Group, Inc. serves as a sports agent providing specialized services as a strategic partner to FFG.
• Sly Fox TravelsminorStrategic or Co-development PartnerSly Fox Travels provides tailor-made luxury travel services as a strategic partner, offering FFG clients premium travel planning and booking services.
• Tyler Tuchow Real EstatecoreStrategic or Co-development PartnerTyler Tuchow Real Estate provides full-service real estate brokerage services as a strategic partner, supporting FFG's client real estate portfolio evaluation services.
• West Central Legal ServicescoreStrategic or Co-development PartnerWest Central Legal Services provides transactional real estate legal services as a strategic partner to Fiori Financial Group.
• Black DiamondcoreOthersBlack Diamond is a client reporting and portfolio management platform used by Fiori Financial Group to provide clients with account access and reporting services.
• Charles Schwab AlliancecoreOthersCharles Schwab Alliance provides custody and client portal services for Fiori Financial Group clients, enabling account access through the Schwab platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Carson Group: Carson Group is a coaching, technology, and back-office partner to independent financial advisors and RIAs serving HNW clients. Directly comparable as an enabling platform for boutique advisory practices similar to Fiori, with overlapping value proposition of boutique attention plus scaled infrastructure.
• Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms targeting HNW clients, with a business model built on preserving boutique firm autonomy while providing scale. Highly comparable to Fiori's RIA model serving HNW households, though Focus operates a roll-up/consolidator structure.
• Mercer Advisors: Mercer Advisors is a national RIA providing wealth management, tax, estate, and retirement planning to HNW individuals, with strong organic growth and an active M&A roll-up strategy. Comparable to Fiori in service mix and HNW focus, with Mercer representing the scaled national version of the boutique RIA playbook.
• Sanctuary Wealth: Sanctuary Wealth is a network of high-end independent wealth management practices serving HNW clients, providing custody, technology, and operations infrastructure to boutique RIAs. Directly comparable as a partner platform for an independent RIA like Fiori, with similar target clientele and service offerings.
• Sequoia Financial Group: Sequoia Financial Group is an independent RIA offering wealth management, retirement plan services, and family office solutions to HNW individuals. Directly comparable business model and target client segment as Fiori, with both operating in the mid-size independent RIA tier with fiduciary advisory focus.

Broad incumbents

• Goldman Sachs Personal Financial Management: Goldman Sachs Personal Financial Management (and its custody solutions arm) serves HNW individuals with wealth advisory services and is a current custody partner of Fiori Financial Group. Comparable HNW-individual client focus, though operating at significantly larger scale as part of Goldman Sachs.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., serving a broad client base with wealth management, retirement planning, and investment advice. Comparable core offerings to Fiori, though Edelman's scale and 401(k) workplace focus extend beyond the boutique HNW niche.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a large national independent RIA serving HNW and ultra-HNW clients with comprehensive wealth management, tax, estate, and retirement services. Comparable to Fiori in target client (HNW individuals) and breadth of services, though at vastly greater scale and geographic reach.
• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., offering wealth management, estate planning, tax, and retirement services to HNW individuals. Comparable business model and HNW-individual focus as Fiori Financial Group, but operating at much larger scale across multiple states.

Others

• LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., providing custody, clearing, and platform services to thousands of independent financial advisors and RIAs. Fiori's principals previously worked at LPL, and similar independent RIAs rely on LPL for back-office infrastructure comparable to what Schwab and Goldman Sachs Custody provide to FFG.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/fiori-financial-group
• Xx.com/FioriFG
• Facebookfacebook.com/fiorifg

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiori Financial Group