Your virtual family office, helping to
simplify your finances optimize tax & investment strategies secure your retirement future

Fortress Financial Partners was founded to bring a fresh, personal approach to wealth management. Tired of the one-size-fits-all solutions of big firms, we created a hybrid Broker-Dealer and RIA to serve families and individuals according to their needs, free from corporate red tape.

Our independence means we prioritize your goals, without the distraction of public shareholders, private equity, or proprietary products.

Our core belief is to be client-centered and advisor-driven meaning that Fortress's role is to equip your advisor with every resource they need to serve their clients.  An entrepreneurial approach to solving client's needs requires flexibility and constant evolution.

We’re free to choose the best tools and strategies for you—no corporate agendas. This means transparent, flexible solutions across investments, taxes, and more, all designed to put your financial success first.

We believe in clear, value-driven pricing. Our fees are tailored to the scope of services you need—whether it’s managing investments, coordinating taxes, securing insurance, or planning your estate. Unlike one-size-fits-all models, we work with you to create a transparent fee structure that reflects the comprehensive care and advanced technology we provide. Contact us for a personalized consultation to discuss what works best for you.

Starting with us is easy—our team guides you through a smooth setup process tailored to your needs. Once onboard, you’ll have 24/7 access to your finances through our secure online portal, offering a clear view of your investments, tax plans, and more—anytime, anywhere.