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

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

Fortress Financial Solutions, LLC is a fee-only, SEC-registered advisory firm that provides financial planning, investment management, and investment consulting to individuals (including high-, very high-, and ultra-high-net-worth clients), business owners, employer-sponsored retirement plans, trusts, estates, charitable organizations, and corporate entities. Services are offered on an ongoing discretionary or non-discretionary basis and packaged as Essential, Integrated, or Premium offerings, with stand‑alone planning and consulting also available. The firm’s investment process is driven by an in-house Investment Committee that uses charting, fundamental, and technical analysis to build an investment selection list and model portfolios across risk profiles; Fortress also offers long-term buy-and-hold strategies, selective margin use for cash management, and select impact/ESG investing options. Portfolios are implemented through custodial accounts (primarily using Schwab institutional services), with trading authority granted via custodian- provided limited power of attorney and reporting that distinguishes assets under management ($142,011,990) from assets under advisement ($7,343,256). Distinctive features disclosed in the brochure include referral and fee‑sharing arrangements with other advisers (for example, its relationship with Margo Financial, LLC) and formal promoter/solicitor relationships that result in paid referrals, as well as common ownership with Fortress Insurance Brokerage, LLC and the potential for insurance-related recommendations. The firm also provides specialized consulting for 401(k) plan lineups, 529 plans, and custodian-provided charitable donor account models (tracked as AUA rather than regulatory AUM), and documents procedures for standing letters of authorization and third‑party money movements that may have custody implications.

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