Broker Check

About FDM Wealth

FDM Wealth Management is different.

FDM Wealth Management was created in 2012 with the belief that the client deserves more. We strive to run an efficient practice, highlighted by not taking on an excessive amount of clients with the goal of delivering a personal and customized financial planning experience. With our knowledge and resources, we are able to analyze and solve your short and long term financial challenges. Whether it be through guiding you to a stable retirement income or solving in-depth estate planning issues, FDM can help you work toward accomplishing your dreams.

At FDM Wealth Management, bound by the fiduciary oath, we focus on putting your best interests before our own. We strive to accomplish this by:

Financial Clarity

FDM prides itself on giving clients an extraordinary degree of clarity on fees & conditions.

Truth & Transparency

We educate our clients, listen to their needs, & provide straight forward answers.

For your benefit

We continually vet funds, secure low expense ratios, & offer competitive advisor fees.

Complete Disclosure

At the end of the day, you’ll know exactly what your advisor is doing, how much you’re paying, & why.

Frank D. Mezzanotte, Jr.

631.454.8181

frank.mezzanotte@lpl.com

an LPL Financial Advisor with a profound depth of experience and robust education. Before the launch of FDM Wealth Management in 2012, Frank was a Senior Vice President in Citigroup’s Citi Personal Wealth Management™...

Read more