About Antonio Advisory
Thirty years of putting clients first.
Antonio Advisory was founded on a simple premise: that people deserve financial guidance built around their lives, not around a product line. After a decade advising retirement plans inside larger institutions, our founder set out to build a practice where every recommendation could be explained in plain terms, and every client relationship could last for decades.
Today, the firm serves individuals, families, and business owners who want a single, coordinated plan rather than a patchwork of accounts and products. The approach hasn’t changed since the beginning: listen first, plan carefully, and stay accountable to the results.
Mission
To give every client the clarity and confidence to make sound financial decisions, through independent advice built on trust, transparency, and a genuine long-term partnership.
Vision
To be the firm clients turn to for every major financial decision across a lifetime — and the one they recommend without hesitation to the people they care about.
Core Values
What guides every recommendation.
Independence
Recommendations are never tied to proprietary products or hidden incentives.
Client-First
Your goals set the agenda for every conversation and every plan.
Discipline
Strategies grounded in evidence and your numbers, not headlines.
Accountability
We measure success by whether your plan is still working — for you.
Timeline
Three decades, one philosophy.
- 1996Began a career in financial services, focused on retirement plan advising.
- 2002Earned the CERTIFIED FINANCIAL PLANNER™ certification.
- 2006Founded Antonio Advisory as an independent practice.
- 2015Expanded to serve business owners with succession and cash flow planning.
- 2020Reached $300M in assets under advisement.
- 2024Surpassed $450M in assets under advisement across 300+ households.
Credentials