Fortress Financial Partners is a comprehensive wealth planning and investment management firm based in Raleigh, North Carolina. As an independent and fee-based firm, Fortress Financial Partners specialize in serving professionals, business-owners, high net-worth families, and corporate retirement plan sponsors.

We develop relationships that last a lifetime, based on our core values of advocacy, integrity, and service. From plan development and implementation, to systematic review and monitoring, our independence affords us the objectivity to place the interest of our clients at the center of everything we do.