Fortress Financial Group, LLC

Fortress Financial Group, LLC is a wealth management firm that serves individual and high‑net‑worth clients, as well as trusts, estates and small-business owners, providing discretionary portfolio management and financial planning services. The firm’s seven-advisor team manages roughly $352 million for about 330 clients and offers both project-based and ongoing planning engagements, in addition to an educational book titled “Retire and Thrive.”

The firm typically constructs diversified portfolios using mutual funds and ETFs (and, where appropriate, individual stocks or bonds), pursuing a generally long‑term investment approach while trading tactically for rebalancing or client needs; it also may recommend unaffiliated independent managers. Fortress Financial acts as a fiduciary, applies fundamental and technical analysis in its research, and provides retirement-account advice and written planning deliverables that are generally completed within six months when documents are provided promptly.

Compared with many peers, Fortress Financial discloses that it sponsors a wrap‑fee program—bundling normal transaction costs into its asset‑based fee—and its materials include performance‑oriented content such as predecessor and hypothetical performance, advertised performance results and client testimonials, which are statistically uncommon among similar team firms. The firm also maintains an institutional relationship with Fidelity that provides platform services, research and documented financial support at launch, an arrangement the brochure discloses as an economic benefit that may influence custody recommendations.