My story
I'm Mike Terrio.
I'm a financial advisor, a firm founder, and a coach. I run my own planning firm, The Terrio Group. I founded Motiv8 Advisors and lead Motiv8 Investments as CEO. Through the Terrio Method, I coach advisors at every stage.
Why I started The Terrio Group
I started The Terrio Group in 2008, after experiencing firsthand the financial damage that can follow a family crisis. We do financial planning for individuals, families, and business owners, with offices in Port St. Lucie and Stuart, Florida. We marked ten years on October 1, 2018, and I run it today.
A process with eight parts
The Terrio Group runs on the 8 Elements of Financial Control. The process covers income, emergency funds, building assets, tax planning, and protecting and growing a family's legacy.
I built firms for advisors too
I founded Motiv8 Advisors to help independent financial professionals share in the kind of success I've had with my own clients and team. It's a field marketing organization built by advisors, for advisors. I also lead Motiv8 Investments as CEO. It has been an SEC-registered investment adviser since 2016.
Why it matters to you
I don't coach from the sidelines. I run a financial planning practice with the pressures yours has: clients to serve, a team to lead, compliance to meet, and marketing that has to pay for itself.
Registration with the SEC does not imply a certain level of skill or training.
The road so far
I open The Terrio Group, my financial planning firm.
Motiv8 Investments' SEC registration is approved.
The Terrio Group marks ten years, on October 1.
Motiv8 brings advisors together for an in-person event in August.
Designations and roles
On stage and on air
I've been quoted in The Wall Street Journal, Fox Business, and Daily Finance, and I've appeared on WFLX FOX 29, WPEC CBS 12, WPBF 25, and WPTV News Channel 5.
I keynote educational events and speak nationally for the armed forces at Yellow Ribbon events, helping deploying and returning service members make financial decisions.
See Speaking and MediaThe people behind the firms
My team runs operations, investments, compliance, recruiting, and marketing across the firms.
Mike Terrio
Founder and President, The Terrio Group · Founder, Motiv8 Advisors · CEO, Motiv8 Investments
Cassie Ottofaro
Chief Operating Officer
Andrey Kolpakov
Chief Investment Officer, Motiv8 Investments
Marilin Guarin
Investments Operations Director, Motiv8 Investments
Why I do this
I started Motiv8 so independent advisors could have what I built with my own clients and team: systems that work and more ways to serve people. I'm always looking for advisors who want that too. If that's you, reach out.
Mike Terrio
Questions
Questions people ask about me.
Mike Terrio is a financial advisor and the founder and President of The Terrio Group, the financial planning firm he has run since 2008. He also founded Motiv8 Advisors and is CEO of Motiv8 Investments, two firms that support independent financial advisors. He holds the CRPC and AAMS designations.
Want to build what I built?
Tell me where your practice is today. The Terrio Method is by application only.