FORTRESS FINANCIAL PARTNERS

Overview

Fortress Financial Partners is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage of assets under management with fixed fees, and its client base is primarily individual and family relationships. Advisory services center on personalized planning and discretionary portfolio oversight rather than institutional consulting or ESG-focused mandates. Investment activity is tilted toward publicly traded equities and exchange-traded vehicles. The firm reports a clear equity preference and implements client programs using separately managed account structures and custodial brokerage accounts. Fortress Financial Partners is not positioned as a multi-state adviser or pension consultant and is owned and operated at the individual level.

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Public Holdings

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Location & Offices