A complete list of active advisors currently associated with Fortify Financial Group, LLC
Warmer can help you find a great advisor at Fortify Financial Group, LLC or one who fits your needs even better.
Fortify Financial Group provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients) and small businesses, and it also offers optional tax preparation and philanthropic and estate-plan integration services. In addition to retirement and investment planning, the firm delivers tailored financial plans and may provide standalone tax preparation separate from investment agreements. The firm’s investment approach draws on modern portfolio theory and typically emphasizes mutual funds and ETFs held for the long term, while also advising on individual stocks and bonds when appropriate. Fortify customizes portfolios through an initial client interview and model allocations, accommodates written client restrictions on securities or sectors, and may engage third‑party managers or sub-advisors via its platform relationships. Compared with many peers, the firm’s packaged tax-preparation offering and explicit use of Betterment’s advisory platform alongside Schwab’s institutional services are notable operational features. These platform relationships give the firm access to custody, reporting, and practice-support tools that can assist client services while also creating potential conflicts that the firm addresses through written policies, fee‑billing arrangements via custodians, and a Code of Ethics governing personal trading and allocation practices.
To learn more about the advisors currently working at Fortify 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.
Name |
Location |
Years of experience |
|---|---|---|
Fargo, ND
| 11
|
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