Michael J. Giongo
Co-Founder & CEO, ERX Wealth Partners
25 years advising physicians & complex family enterprises
Titan 100 Honoree
Executive Role
Michael J. Giongo is Co-Founder & CEO of ERX Wealth Partners, setting the firm’s vision, operating standard, and long-term advisory direction.
He leads the coordination of high-consequence decisions for physicians, founders, and multigenerational families—where investment policy, tax posture, entity planning considerations, estate coordination, and risk oversight must be evaluated in sequence and governed as one coherent structure.
ERX works alongside clients’ attorneys and CPAs to clarify decision ownership, document key assumptions, and support disciplined execution over time.
Background
Michael’s background spans institutional markets, physician leadership, and high-stakes performance environments.
He began his career at Merrill Lynch in public finance, later served on the Florida Medical Association Board of Governors, and earned an NFL contract with the Philadelphia Eagles—experiences that shaped a standard of preparation, accountability, and decision-making when consequences are real.
That standard now shows up in the work: clear priorities, clean documentation, and decisions that hold up under pressure.
Advisory Approach
ERX is built for complexity—multiple entities, multiple institutions, and multiple professionals.
The work is sequenced, documented, and governed to reduce avoidable friction and prevent decision drift as conditions change. Decisions are evaluated across domains so actions taken in one area do not create unintended consequences in another.
The objective is coherent orchestration—disciplined, durable, and designed to hold under real-world complexity.
Legal and tax advice is provided by licensed professionals. ERX Wealth Partners does not provide legal or tax advice.
Legal and tax advice is provided by licensed professionals. ERX Wealth Partners does not provide legal or tax advice.
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