A complete list of active advisors currently associated with Fortress Planning Group

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

Fortress Planning Group provides holistic financial planning and discretionary investment management to individual and high‑net‑worth clients. The firm operates on a fee‑only, asset‑based model and delivers ongoing portfolio oversight, retirement‑account fiduciary services, and regular review meetings through a structured four‑step consultative process. Portfolios are constructed primarily with broadly diversified mutual funds and ETFs and grounded in modern portfolio theory and long‑term academic research, including Fama‑French factor insights that lead to tilts toward value and small‑cap exposures. The firm cites Dimensional Fund Advisors as a primary implementation partner and supplements core holdings with REITs, individual equities, and short‑term fixed income as client objectives dictate. A distinctive feature is the firm’s participation in the SmartVestor referral and advertising program offered by Dave Ramsey, a form of endorsement‑style marketing the brochure discloses and that is uncommon among similar team firms. Combined with an explicitly academic, DFA‑focused investment implementation and a stated policy of accepting no commissions, this mix of lead generation and research‑driven portfolio construction sets the firm apart from many peers.

To learn more about the advisors currently working at Fortress Planning Group, 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.