FORTIFY FINANCIAL GROUP, LLC

Overview

Fortify Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model blends a percentage-of-assets-under-management approach with the ability to bill hourly for certain engagements. Fortify positions itself as a capital allocator for primarily retail household relationships rather than an institutional or pension consultant. The firm does not identify as an active ESG investor and appears to operate on a single-state basis from a compact practice footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives