A complete list of active advisors currently associated with Fortitude Financial LLC

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

Fortitude Financial is an SEC-registered advisory team of five professionals managing roughly $281.5 million for about 400 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management, stand-alone or limited-scope financial planning and consulting, and access to tax preparation and consulting services through an affiliated entity. The firm implements a model-based investment process that begins with a top‑down asset allocation and uses bottom‑up security selection, monitoring accounts with conditional rebalancing and occasional use of options for hedging. Fortitude uses proprietary model portfolios — including ESG-focused models — and provides a time-limited block of financial planning to clients who place a material amount of assets under management. Distinctive features include Fortitude’s sponsorship of its own wrap-fee program, under which it consolidates advisory, custody and most execution costs into a single asset‑based fee and absorbs execution costs while retaining the remainder (a conflict the firm discloses). The firm also provides tax preparation and consulting through FF-CS Tax, an affiliate under common ownership, and notes that some associated persons are dually registered and the firm recommends LPL for custody and trade execution.

To learn more about the advisors currently working at Fortitude Financial 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.