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 Michael J. Giongo

Co-Founder & CEO, ERX Wealth Partners







Michael J. Giongo

Co-Founder & CEO, ERX Wealth Partners 

Titan 100 Honoree


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 financial decisions for physicians, founders, and multigenerational families—where investment policy, tax strategy, entity structure, estate intent, and risk decisions must operate as one system. ERX collaborates alongside clients’ attorneys and CPAs to keep decision rights clear, sequencing controlled, and outcomes coherent through execution. 


Background


His background spans institutional capital markets and high-stakes execution. 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 his standards for preparation, accountability, and decision-making when outcomes matter.


Operating Standard


ERX is built for complexity: multiple entities, multiple institutions, and multiple professionals. The work is sequenced, documented, and governed to reduce avoidable error, prevent drift as conditions change, and ensure that decisions made in one domain do not create unintended consequences in another. The result is institutional-grade orchestration—disciplined, aligned, 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.


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Request a Private Conversation


For those navigating high-consequence decisions and evaluating long-term advisory relationships, the first step is a confidential working session to assess structure, priorities, and fit.


Call: 610-724-2461

Email: Info@ERXWealthPartners.com


Engagements are selective.

 

Discreet inquiries only.