A complete list of active advisors currently associated with Fortress Financial Group, LLC

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

Fortress Financial Group is an SEC‑registered wealth management firm that manages about $352.3 million for roughly 330 clients through an eight‑advisor team, offering discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and small businesses. Services described in the brochure include customized portfolio construction (mutual funds, ETFs, individual securities as appropriate), project‑based and ongoing financial planning, and referrals to tax or legal specialists. The firm describes a fiduciary, long‑term investment approach that combines fundamental and technical analysis, may employ independent managers, and can retain legacy positions for tax or fit reasons; portfolio monitoring is conducted regularly and formal reviews are generally at least annual. Fortress Financial also discloses use of third‑party artificial intelligence tools to support investment research, portfolio analysis and risk monitoring, with human review required for all recommendations (Item 8), and it generally implements client accounts on a custody platform it maintains through Fidelity. Several features in the brochure are atypical for peers: Fortress explicitly sponsors a wrap‑fee program that bundles securities transaction costs into its asset‑based fee (Appendix 1), and it discloses an institutional relationship with Fidelity that included platform support and launch reimbursements (Item 14). The firm also offers a paid educational book, Retire and Thrive, to clients and non‑clients and, per its marketing and disclosure practices (including a recent Material Changes note about promoter relationships), its public materials have included performance‑oriented content — such as advertised performance, hypothetical and predecessor performance — and testimonials, which is less common for similar team‑structured advisory firms.

To learn more about the advisors currently working at Fortress 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.

You can also browse Fortress Financial Group, LLC's office locations.