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Edward B
CFP®, Series 63, Series 65
Elkhart, IN
Fortified Wealth
Edward Bails is a CFP® with 29 years of industry experience and currently serves as the sole advisor at Fortified Wealth in Elkhart, IN. Prior to founding Fortified Wealth Advisors, LLC in 2024, he held advisory roles at firms including Enlightened Finance LLC, AE Wealth Management, Arbor Point Advisors, and Securities America. He is also the owner and president of B2 Financial, Inc., an insurance agency. Fortified Wealth is an independent investment adviser providing discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach primarily using ETFs and allows for individual equities, bonds, mutual funds, and alternative investments, with continuous account monitoring and annual formal reviews.
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