Planning CompanyHelping people have peace of mind about their finances for over 15 yearsFlorio Wealth Management, LLC is owned and operated by our president, James Florio. As a fully licensed fiduciary and SEC-registered investment advisor representative, James is more than qualified to help you create the perfect financial plan for your future. He's also a certified National Social Security Advisor and American Patriot Service Corp volunteer. His passion for helping seniors and veterans make well-informed financial decisions is what makes our company so special.