A complete list of active advisors currently associated with Fortified Wealth

Warmer can help you find a great advisor at Fortified Wealth or one who fits your needs even better.

Fortified Wealth is an independent, state‑registered investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, high‑net‑worth individuals, trusts and estates. The firm manages client portfolios (approximately $16.6 million in AUM across 59 clients) and may hire Sub‑Advisors or act as co‑advisor on model portfolios. The firm’s investment process relies on fundamental analysis and is generally long‑term focused, with portfolios constructed primarily using ETFs while also permitting individual equities, bonds, mutual funds, interval funds and other alternative or structured investments when appropriate; trading can occur for rebalancing, tax‑related reasons or to meet client liquidity needs. Accounts are monitored on a continuous basis with formal reviews at least annually, and the firm implements third‑party models and sub‑advisor strategies as part of its service offering. Distinctive for a small independent firm, Fortified Wealth has affiliated businesses that provide insurance (Fortified Risk Solutions, Inc.) and tax services (Structural Tax Lab, LLC), and it discloses that the firm’s representatives may receive commission‑based compensation or separate fees from those affiliated services. The firm also shares management fees and participates in an incentive arrangement with Gradient Investments, LLC when using their co‑advisor model portfolios, and it maintains institutional relationships with custodians that supply technology and operational support.

To learn more about the advisors currently working at Fortified Wealth, 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.

Name	Location	Years of experience
Edward Bails	Elkhart, IN	29

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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