A complete list of active advisors currently associated with Fortius Financial Advisors, LLC

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

Fortius Financial Advisors is a state-registered advisory firm that provides discretionary and non-discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, privately held investment companies, and other business entities. The firm manages roughly $10 million in client assets across about 62 client relationships and operates with a four‑person advisor team. The firm typically builds portfolios using mutual funds, exchange‑traded funds and alternative investments, and it may engage separate account managers to implement portions of client strategies while retaining ongoing monitoring and oversight. Fortius also advises private pooled investment vehicles and may recommend private placements to qualified investors; it provides related wealth‑management services and, at times, assists small businesses with establishing 401(k) plans that invest primarily in real estate. Noteworthy characteristics include Fortius’s role as adviser to and affiliate of private funds — including acting as, or having principals in, the general partner of a pooled vehicle that is closed to new investors — and other related‑party investment entities, as well as an affiliation with a real estate brokerage that intersects with its 401(k) plan services. The brochure discloses prior regulatory and legal matters and states the firm has engaged external compliance consulting and established a new compliance officer to address supervisory issues.

To learn more about the advisors currently working at Fortius Financial Advisors, 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.