Our Story

Decades of Family Wealth Wisdom

Orazio Financial Services is a multi-generational family office serving the multi-generational wealth needs of a wide range of families. For more than 30 years, we’ve guided grandparents, parents, and their adult children just starting out.


Our clients become part of the Orazio Financial family. We gather with you to celebrate your successes, and we’re by your side through any challenging times.

Our Founders

Family Driven

The decision to start our own business came quickly and easily when Paul and Joan Orazio and Louise Orazio Mason opened Orazio Financial Services on February 1, 1991. Our focus had always been on our clients, and we finally had a place, under our own name, that allowed our family to take care of your family in both a personal and professional way.

Lasting Legacy

After nearly 30 years in the industry, Joan decided to retire in December 2000. What a remarkable career she had. Her holistic and independent planning advice still benefits her clients to this day. We lost Louise to cancer in October 2005. Her legacy lives on in her children and the memories of the clients she worked so hard for. Paul is the last of our founders, and his commitment to the philosophy of a client-centered practice remains as strong today as it was in 1991.

Future Focused

Since our founding, our firm has increased fourfold, managing more than 600 client families. We are proud of our commitment to providing independent advice and the highest level of service to our clients, whom we consider our extended family.


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Your success is our success and we look forward to helping you accomplish your goals. Let Orazio Financial Services help put you on the right track today.

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