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.

The firm provides discretionary investment management, wealth management and financial planning to individuals, high net worth clients, trusts and estates, and may advise on retirement accounts. Portfolios are typically built around exchange-traded funds but the advisor may also use individual equities, bonds, structured products, mutual funds, interval funds, private placements and other alternative investments as appropriate. Investment decisions are guided by fundamental analysis with a generally long-term orientation, and portfolios are monitored and rebalanced as needed; the advisor may engage sub‑advisors for portions of client assets. The firm operates on a fee-based, percentage-of-assets model and maintains institutional relationships with custodians that provide technology and operational support. What is notable about the firm relative to peers is its ownership structure and ancillary services: the principal also operates an affiliated insurance entity that sells commission-based products and an affiliated tax/accounting practice, which creates potential conflicts of interest and opportunities for integrated tax and insurance coordination. The principal holds CFP and CPA credentials and the practice is a small, single‑advisor advisory business managing roughly $16 million for about 68 clients, and clients are not required to use the affiliated insurance or tax services.

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.