Birmingham, MI Office

Team
Updated today

Client AUM

$1,513,269,367

Clients

2,127

Advisors

4

Of 69 advisors across 50 offices

Location

401 S. Old Woodward, Suite 300

Birmingham MI 48009

Advisors at this office

4

Advisors at this office

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Nathan G

CFP®, Series 66

Birmingham, MI

Fortis Capital Advisors, LLC

Nathan Gurchak is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fortis Capital Advisors, LLC. He has three years of industry experience with prior roles at KeyBank, Sentinel Pension Advisors Inc., and Morgan Stanley. Outside of finance, Nathan worked at Skatin' Station for three years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including discretionary management and ESG-oriented options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
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Adelaina W

Series 63, Series 65

Birmingham, MI

Fortis Capital Advisors, LLC

Adelaina Welch is a financial advisor at Fortis Capital Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and KMG Fiduciary Partners. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan consulting using a combination of discretionary management, advisor-specific styles, and model portfolios that incorporate passive, active, tactical, and ESG-oriented strategies.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
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Steven B

CFP®, Series 63, Series 65

Birmingham, MI

Fortis Capital Advisors, LLC

Steven Berner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. He previously worked at Morgan Stanley Smith Barney and Kmg Fiduciary Partners. Outside of finance, Berner is a silent partner in Puckmasters, a business providing specialized hockey lessons to youth. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice through a variety of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
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Benjamin K

Series 63, Series 65

Birmingham, MI

Fortis Capital Advisors, LLC

Benjamin Kusner is a financial advisor with Fortis Capital Advisors, LLC in Birmingham, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at KMG Fiduciary Partners and Morgan Stanley. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a mix of discretionary management styles and strategies—including passive, active, tactical, and ESG options—and manages $1.615 billion in discretionary assets as of December 31, 2025.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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