Fortress Wealth Planning Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Fortress Wealth Planning is a fee-only financial planning firm providing personalized guidance to help clients navigate times of transition. Based in Ponte Vedra Beach, Florida, we work with business owners who see a transition for their company on the horizon and with women who seek solid ground after divorce or the death of a spouse. These individuals may all have different challenges, but they face the same need for experienced financial advisors who can guide them through uncertainty and into financial clarity.

At Fortress Wealth Planning, clients work one-on-one with a financial advisor who specializes in their life transition. Meanwhile, the entire team collaborates on their behalf, each lending their expertise to the transition. Like a fortress, our team works offensively and defensively to help safeguard each client’s current financial situation while building toward their vision for the next stage of their life.

We want our clients to feel confident about their financial life. Our fiduciary, fee-only service means clients always know what they are paying and that we always put their best interests first. No matter what a client is facing, they don’t have to do it alone. We always encourage them to pick up the phone or send us an email as questions or challenges arise because we are here to help.

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