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

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

Fortress Wealth Planning is a five-advisor SEC-registered firm that provides comprehensive financial life management, investment management, project-based planning, and retirement-plan consulting for individuals (including high-net-worth clients), charitable organizations, and corporate plan sponsors. Like most team firms, it charges fees based on assets under management and offers ongoing portfolio supervision paired with periodic financial plan updates. The firm’s investment process is grounded in Modern Portfolio Theory, favoring long-term strategic asset allocation, periodic rebalancing, and a blend of active and passive managers while monitoring outside managers for style and performance consistency. When clients have assets “held away” at other custodians or employer plans, the firm uses a third‑party order-management and account-aggregation platform (Pontera) to implement allocation changes and include those assets in overall planning and AUM calculations. Several features in the firm’s brochure are less common among peers: Fortress sponsors a wrap fee program and discloses that partners may provide trustee and personal‑representative services in their separate capacities—arrangements that the firm recognizes create potential conflicts of interest and that it discloses to clients; it also accepts custody in situations where a partner serves as trustee and states it complies with the required surprise examination. The advisory team includes trust-and-fiduciary specialists and credentialed planners (e.g., CTFA, AEP, CFP, CFA), and the firm reports roughly $784 million in discretionary assets under management, supporting both individual wealth management and employer-plan advisory engagements.

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