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Lorio Wealth Management is a family owned financial planning firm. We help families make decisions they can live with now and pass on with confidence.
Sid founded Lorio Wealth Management after flying for Braniff and still sets much of the firm's planning discipline.
He lives in Southlake, Texas with his wife, Gloria, and keeps the office focused on preparation, plain explanations, and long client relationships.
Gloria has been part of the firm from the beginning and brings a steady planning and client service presence to the office.
She joined the firm full time in 1989 and became a CFP practitioner in 1994.
Steven brings retirement plan work into the family practice, with experience serving both families and plan sponsors.
He founded Rethin(k) 401(k) and joined Lorio Wealth Management after serving clients at Fidelity Investments.
David adds compliance experience, retirement plan credentials, and a practical planning perspective for younger families.
He joined Lorio Wealth Management in 2018 and became a CFP practitioner later that year.
Sid Lorio started the firm in 1980. Today, Sid, Gloria, Steven, and David work from the same office on private wealth planning, retirement plan guidance, and the day-to-day questions families bring to people they trust.
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Before Lorio Wealth Management, Sid flew for Braniff. When that chapter changed without warning, he carried the habits of a pilot into financial planning: prepare carefully, stay calm, and keep moving when the route changes.
Read Captain Sid's StoryFollow the firm from Sid's first financial services role in 1980 through the next generation joining the business.
After being furloughed from his dream job as a captain at Braniff International Airways, Sid joined A.L. Williams on December 11, 1980.
DJIA 964Sid joined Anchor National Financial Services, Inc. on December 18, 1981, beginning the securities licensing path that later included the Series 7.
DJIA 875Sid passed the CFP exam and became a CFP professional on July 24, 1987.
DJIA 2,485After helping from the beginning, Gloria officially joined Lorio Wealth Management full time on September 1, 1989.
DJIA 2,752Sid and Gloria joined Linsco Private Ledger, now LPL Financial, on December 7, 1994.
DJIA 2,485Gloria passed the CFP exam and became a CFP professional on the same day the firm moved to LPL.
DJIA 2,485Lorio Wealth Management moved into a new building during a period of market euphoria and high expectations.
DJIA 10,273The firm continued advising through the close of the dot-com downturn.
DJIA 7,286Steven passed the CFP exam on July 14, 2006.
DJIA 10,739Steven left Fidelity Investments to join Lorio Wealth Management and work with qualified retirement plans.
DJIA 13,522The firm helped clients stay oriented through the market cycle that bottomed in March 2009.
DJIA 6,547David joined Lorio Wealth Management on July 31, 2018, bringing compliance experience and a next-generation client perspective.
DJIA 25,415David passed the CFP exam on November 12, 2018.
DJIA 25,387