Michael Pallozzi, AIF

Michael Pallozzi has built HFM Investment Advisors LLC, and our signature BuiltWealth™ program for trades entrepreneurs, around a central belief: clarity creates confidence.

When clients finally see the full picture—their money, their goals, their risks, and their opportunities—they make smarter decision and build financial flexibility and resiliency for themselves and their families. He co-developed BuiltWealth™ with Jason Gabrieli after years of watching good owners get bad advice, or try and go it alone.

He set a goal that remains today: raise the standard for how financial advisors serve business owners. That’s how he leads the team at HFM.

Michael and the HFM team don’t just manage investments for their clients, they help them build and enjoy wealth that works as hard as they do.

Inside HFM, culture comes first for Michael. He’s proud of the team they’ve built, where people actually love the work and the people they do it with. Everyone has a voice, and everyone shares the mission of helping clients find their financial path and walk it confidently.

That same spirit drives how HFM works collaboratively with outside professionals, including their clients’ CPAs, attorneys, bankers, and insurance advisors.

Michael believes business owners deserve a crew that pulls in the same direction. Together, they create a plan that’s coordinated, efficient, and built to last.

When he’s not leading the team or hosting his podcast, Entrepreneur’s Journey, you’ll find Michael with Angella and their family at their bay house in Wildwood, or on the golf course with close friends and colleagues.