Fortress Wealth Planning

Fortress Wealth Planning is a fiduciary financial advisor located in Ponte Vedra Beach, Florida. Our mission is to help safeguard your present while building your new future during times of change. Whether you are a business owner facing a transition or a woman rebuilding your life, we are here to guide you through uncertain times and restore your financial confidence.

Our defensive approach focuses on safeguarding your immediate needs, while our offensive approach lays the groundwork for a fulfilling future. We specialize in working with business owners transitioning out of their companies and women navigating major life changes.

As fiduciary, fee-only financial advisors, we always prioritize your best interests and are committed to helping you achieve financial independence. Our team of experts, with credentials including the Chartered Financial Analyst® (CFA) and Certified Trust and Fiduciary Advisor (CTFA) designations, is dedicated to supporting you through every step of your financial journey.

At Fortress Wealth Planning, you can expect a different kind of conversation—one that goes beyond just your finances to focus on your values, concerns, and goals. This ongoing dialogue allows us to adapt your financial planning to your evolving needs and dreams, ensuring that you are supported through all of life's changes.

Contact us at 814 Highway A1A North, Suite 202, Ponte Vedra Beach, FL 32082, or call us at (904) 301-4545 to start the conversation about securing your financial future with Fortress Wealth Planning.