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Garrett Boone

Advisor at Fortifi Capital, LLC

Updated today
Fortifi Capital, LLC logo

Firm

Fortifi Capital, LLC

Location

Akron, OH

Credentials

Series 66

Industry experience

17 years

About

Garrett Boone is a financial advisor at Fortifi Capital, LLC in Akron, Ohio, with 17 years of industry experience. He holds a Series 66 designation and has led Fortifi Capital since 2016. Outside of his advisory role, he owns and operates gbtechlab LLC, a full stack software engineering business, working primarily on contract and freelance projects. Fortifi Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, small businesses, and corporate clients. The firm uses a quantitative, ETF-based approach that includes tactical adjustments with derivatives and options, and it is notable for serving corporate accounts and developing proprietary software to support its investment process.

Client services

Based on Fortifi Capital, LLC

Financial planning Portfolio management

Expertise

Based on Fortifi Capital, LLC

Options & derivatives strategies Passive / index investing Real estate investing Annuities

Fee options

Percentage

$0 - $99,999: 1.50% $100,000 - $999,999: 1.00% $1,000,000+: 0.75%

Project-based

$60 per hour

Location

Akron, OH

Most active in

Ohio

Work history

Fortifi Capital, LLC

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey T

Series 63, Series 65

Akron, OH

Alpha Asset Management

Active portfolio management Concentrated stock management
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Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Active portfolio management

Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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Michael M

CFA®, Series 65, Series 66

Uniontown, OH

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General retirement planning Passive / index investing Active portfolio management
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George C

Series 63, Series 65

Silver Lake, OH

Triangulated Capital Management, LLC

Wealth management Passive / index investing Active portfolio management Factor investing / smart beta
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Daniel J

CFP®, Series 66

Copley, OH

Forward Thinking Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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