A complete list of active advisors currently associated with Fortress Financial Management

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

Fortress Financial Management provides discretionary investment management and project-based financial planning to individuals, small business owners, and small-business retirement plans. The firm advises on publicly traded equities, corporate and government bonds, ETFs, mutual funds and options while excluding highly speculative instruments and day-trading strategies. FFM applies a proprietary fundamental-analysis methodology and a tax-aware, long-term buy-and-hold approach, typically exercising full discretionary authority and performing formal portfolio reviews quarterly. Financial planning is delivered as a written, hourly-engagement product (billed at $350 per hour) and the firm may waive planning fees if the client subsequently engages AUM services. The brochure discloses that the firm’s principals are also 50% owners of an affiliated accounting practice and devote the majority of their professional time to that business, an affiliation and time-allocation that is uncommon for investment managers. At the time of the filing the firm was newly formed with no assets under management, does not take custody or performance-based fees, and emphasizes operational arrangements (e.g., selecting a broker-dealer and block trading) that reflect a small, practice-focused business model rather than a traditional institutional manager.

To learn more about the advisors currently working at Fortress Financial Management, 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.