ERX Wealth Partners

Freedom. Prosperity. Peace of Mind.

Welcome

"The soul should always stand ajar, ready to welcome the ecstatic experience."

— Emily Dickinson

I’m Michael J. Giongo, President, CEO, and Co-Founder. With over 28 years of experience in the financial services industry—beginning with a foundational role at Merrill Lynch—I lead ERX Wealth Partners with an unwavering commitment to excellence in wealth management.

At ERX, our client-centered philosophy is embodied in our 'Blue Water Vision'—EMPOWERx. This represents our dedication to delivering exceptional wealth management solutions that go beyond the ordinary. As an independent firm, aligned with a leading Registered Investment Advisor (RIA), we offer personalized financial strategies that are meticulously crafted to meet your unique goals and priorities. Our approach is built on forming enduring relationships, enabling us to anticipate and fulfill your needs, both now and in the future.

ERX Wealth Partners designs financial strategies with precision and insight, ensuring they resonate with your personal values and contribute to building a lasting legacy. Your financial aspirations are the cornerstone of our efforts, guiding us in securing a prosperous and secure future for you and your loved ones.

Our strategy is deeply collaborative, combining your insights with the expertise of seasoned specialists within our firm and beyond. By leveraging the extensive resources of leading global financial institutions, we create financial plans that are ambitious, forward-thinking, and reliable. Each plan is carefully tailored to align with the aspirations of you and your family, ensuring a seamless blend of expertise, efficiency, and stewardship.

I invite you to explore our website and see how ERX Wealth Partners can transform your financial journey. For a more personalized experience, we welcome you to a complimentary consultation. Together, let’s unlock your financial potential and build the future you envision.

Thank you.

Warm Regards,

Michael J. Giongo

CEO & Co-Founder I Wealth Advisor I Principal Consultant

Michael J. Giongo Photo

Michael J. Giongo

CEO & Founder I Wealth Manager - ERX Wealth Partners

Michael J. Giongo - President & CEO

THE ROAD NOT TAKEN BY ROBERT FROST

"Two roads diverged in a wood, and I—

I took the one less traveled by,

And that has made all the difference."

Charting Distinctive Courses: Pursuing Excellence in Finance

Drawing inspiration from the profound insights of Robert Frost, my trajectory within the realm of finance at ERX Wealth Partners reflects a deliberate choice of the road less traveled. This choice has profoundly influenced both my professional principles and the innovative direction of our firm. With nearly three decades of commitment, I have centered my career around the pillars of innovation and a client-first approach, steering ERX Wealth Partners toward redefining the boundaries of financial planning and wealth management.

Journey of Professional Growth

My entry into the finance world was grounded in a robust foundation at Merrill Lynch on Wall Street, where I refined my expertise in public finance. This experience afforded me a deep understanding of complex portfolio management for a varied client base, including educational and governmental institutions. My quest for excellence propelled me through the Merrill Lynch Professional Development Program to the School of Advanced Financial Management, enhancing my proficiency in financial planning.

Securing the Series 66 qualification license marked a significant turning point, symbolizing my dedication to a fiduciary role that emphasizes impartial, client-focused advice. This transition was more than a career evolution; it was a manifestation of my deep-seated commitment to upholding integrity and trustworthiness in financial consultancy.

The establishment of ERX Wealth Partners was a seamless extension of my entreprenurial spirit, fueled by a zeal to offer customized financial solutions. Our firm is distinguished by its focus on medical professionals, delivering targeted, individualized financial counsel tailored to the distinctive needs of this group.

Broadening Impact: Leadership, Advocacy, and Community Connection

My professional pursuits extend far beyond wealth management. In my capacity as a financial analyst for CBS News, I have sought to clarify intricate financial trends and policies for the wider public, underscoring my dedication to promoting financial literacy and empowerment.

Serving on the Board of Governors of the Florida Medical Association and the Board of Directors for the Pennsylvania Sports Hall of Fame, I've applied my financial expertise in arenas that champion the interests of physicians, patients, and athletes alike. These roles reflect my dedication to leveraging my skills for broader societal benefit and underscore my commitment to impactful service and community improvement.

My academic and athletic experiences at Syracuse University, marked by an athletic scholarship, were critical in molding my approach to both personal and professional challenges. Facing the significant challenge of my mother's battle with end-stage renal failure during this time, I assumed the role of primary caregiver, a duty that profoundly shaped my values of familial commitment, resilience, and responsibility.

Signing an NFL contract with the Philadelphia Eagles was a defining moment in my athletic career, epitomizing the perseverance and hard work inherent to my journey in sports. This accomplishment is a cherished milestone, reflecting the intense dedication required to achieve professional excellence in any endeavor.

My involvement with the NFL Players Association (NFLPA) and the NFL Alumni demonstrates a lasting bond with professional sports, through which I support former athletes' transitions and advocate for their well-being, highlighting my commitment to community and personal growth.

Advocating for the inclusion of autistic and neurodivergent individuals is a vital aspect of my life, emphasizing the importance of diversity and the unique contributions each person can make to society.

Living in Chester County, Pennsylvania, with my family and our beloved Pit Bull, Winnie G, my life outside of work is dedicated to building lasting memories, exploring new horizons, and savoring the simple pleasures of nature and family time.

In weaving together these diverse roles and experiences, I am driven to create a meaningful impact that transcends the realm of financial advisory, embodying a dedication to leadership, advocacy, and the enrichment of the communities I serve.