A complete list of active advisors currently associated with Fortem Financial Group, LLC

Warmer can help you find a great advisor at Fortem Financial Group, LLC or one who fits your needs even better.

Fortem Financial Group provides financial planning, consulting, discretionary investment management and retirement plan consulting for high‑net‑worth individuals, families, corporations, employee benefit plans, trusts and charitable organizations. The firm manages portfolios using mutual funds, ETFs, individual equity and fixed‑income securities and offers integrated oversight of held‑away accounts (using the Pontera order management system) and plan assets. Portfolios are constructed from an initial financial plan and investment policy statement and emphasize diversification, modern portfolio theory and alignment with each client’s risk tolerance, time horizon and liquidity needs; the firm also uses Independent Managers where appropriate. Fortem monitors accounts on an ongoing basis with at least annual reviews and, for retirement clients, acts in a fiduciary capacity under ERISA and Section 4975 of the Internal Revenue Code. Distinctive features include Fortem’s position as an indirect, wholly owned subsidiary of Focus Financial Partners and a range of operational affiliates and third‑party relationships that are outside the norm for many adviser teams — for example, a mortgage intermediary affiliate (Fortem Loans), an insurance placement affiliate (Focus Risk Solutions/Fortem Financial Insurance), and revenue‑sharing arrangements with UPTIQ and Flourish for credit and cash‑management solutions. Some supervised persons are also associated with a broker‑dealer (M.S. Howells) and may receive commissions for brokerage or insurance products; the firm discloses these compensation relationships, the related conflicts of interest, and the steps it takes to provide such services on a disclosed, generally nondiscretionary basis.

To learn more about the advisors currently working at Fortem Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.