Fiori Financial Group

Investor profile

Fiori Financial Group is a Fort Lauderdale, Florida-based multi-family office and registered investment advisor. Established decades ago, the firm manages and invests the wealth for affluent and high-net-worth families across the United States. Operating in Fort Lauderdale, Fiori Financial Group serves hundreds of clients, with over a hundred being classified as high-net-worth clients. Led by Co-Founders Margaux Fiori and Scott Verlangieri, the partner-driven team provides a full suite of services encompassing individual wealth management, discretionary portfolio management, tax-advantaged planning, retirement planning, estate coordination, and real-estate portfolio evaluation. The firm acts as a multi-client advisory platform and implements various investment strategies, such as allocating capital to external managers, mutual funds, ETFs, and diversified model portfolios across global markets. Fiori Financial Group's investment strategy centers on long-term goals, with their asset allocation having broad exposure to public equities, fixed income, cash equivalents, and retirement-plan structures. Asset classes include U.S. and global equities, taxable and tax-advantaged fixed-income strategies, ETFs, mutual funds, and structured solutions available through Goldman Sachs' digital platform. The firm's geographic orientation is primarily U.S.-centric, consistent with its domestic client base. With a disciplined, advisory-first approach, Fiori Financial Group emphasizes multi-asset diversification, external manager selection, risk-adjusted portfolio construction, and collaborative planning for affluent families seeking a modern family office style wealth management experience.