Let's Start a Conversation
Whether you're planning for retirement, navigating Mayo Clinic benefits, or seeking comprehensive financial guidance—we're ready to help you take the next step with confidence. Connect with our team in Rochester or Scottsdale.
Choose How You'd Like to Reach Us
We offer flexible options because we know everyone has different preferences and schedules. No matter how you reach out, you'll get the same dedicated, fiduciary service.
Schedule Your Call
Pick a time that works perfectly for your schedule. Book directly into our calendar and receive instant confirmation—no back-and-forth emails needed.
View Available TimesRequest a Callback
Tell us when works best for you, and we'll reach out at your convenience. Perfect if you prefer us to call you instead of navigating scheduling tools.
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Ready to speak with someone right now? Call either office directly. We're here to answer questions and help you get started.
8:30 AM - 4:30 PM CST
We'll Reach Out to You
Share a bit about yourself and what you're looking for, and one of our advisors will contact you within one business day.
There's no obligation, and initial consultations are always complimentary. We're here to understand your unique situation and see if we're the right fit to help you achieve your financial goals.
We respect your time. You'll hear from us within 1 business day—often sooner. We never leave people wondering.
Visit Us In Person or Virtually
With offices in Rochester, MN and Scottsdale, AZ—both Mayo Clinic hubs—we're positioned to serve clients across the country with local expertise.
Rochester Office
HeadquartersRochester, MN 55901
Scottsdale Office
Arizona LocationScottsdale, AZ 85255
Everything You Need to Know Before Reaching Out
Still deciding if now's the right time to get help with your financial life? We get it—choosing an advisor is a big decision. These are the questions people ask most before scheduling their first conversation with us. Click any question to see our answer.
1 How do I know if I actually need a financial advisor?
If you're asking yourself this question, it usually means you've reached a complexity threshold where DIY gets risky or overwhelming. Common triggers: receiving stock compensation, planning retirement within 5-10 years, managing multiple retirement accounts, navigating Mayo Clinic or other employer benefits, facing a major life transition (career change, inheritance, divorce), or simply feeling like your money could work harder for you.
The complimentary consultation helps us both figure out if professional guidance makes sense for your specific situation—and if not, we'll tell you honestly. Schedule your free consultation here.
2 Do you charge for initial consultations?
No, never. Initial consultations are completely complimentary with zero obligation. We want to make sure we're the right fit for your needs, and you want to make sure you're comfortable with our approach. There's no pressure, no sales pitch, no strings attached.
If we're not the right match, we'll tell you honestly and often refer you to someone who might be a better fit. Schedule your complimentary consultation here.
3 What should I bring to a first meeting?
Nothing at all for the initial conversation! We'll spend time understanding your goals, discussing your situation, and explaining how we work. If we move forward together, we'll give you a simple checklist of documents to gather, but there's zero prep work needed for that first call.
Just bring your questions and an open mind. Ready to schedule? Use our scheduling page or call us at (507) 529-1400.
4 How do you get paid?
We're fee-only, which means we charge a transparent percentage based on assets we manage—typically between 0.45% and 1.25% annually, depending on portfolio size and complexity. We never receive commissions, kickbacks, or hidden fees from financial products. This matters because it means our interests are directly aligned with yours: when your portfolio grows, we benefit too. You'll always know exactly what you're paying.
Many commission-based advisors earn upfront commissions—often between 3% and 8%, and sometimes more—on investment and insurance products they sell. These compensation structures can create conflicts of interest. Our model is simple: we succeed when you succeed.
5 What makes Fortress different?
Three things: First, we're 100% fee-only fiduciaries—legally required to put your interests first, with no commissions ever. Second, we use a collaborative team-based approach where multiple CFP® professionals review your plan—so you get diverse perspectives and you're never dependent on a single advisor. For example, when reviewing your retirement income strategy, your lead advisor works alongside our tax-focused CFP® and investment team to ensure every angle is covered.
Third, our dual office locations in Rochester, MN and Scottsdale, AZ—both Mayo Clinic hub cities—give us specialized expertise in complex healthcare compensation (RSUs, deferred comp, 457(b) plans), but we welcome clients from all backgrounds who value independent, transparent advice. Note: Fortress Financial Group is an independent RIA and is not affiliated with Mayo Clinic.
6 What happens if I want to stop working with you?
You can leave anytime, for any reason. We don't believe in locking clients into contracts—our job is to earn your trust every quarter through results and service. If our relationship isn't working, we'll help you transition your accounts smoothly to wherever you're going next.
Most of our clients have been with us for years not because they're stuck, but because they choose to stay.
7 What size portfolio do you typically work with?
We don't have a strict account minimum because portfolio size alone doesn't tell us if we can add value. What matters more is complexity—are you navigating Mayo Clinic benefits? Managing stock compensation? Approaching retirement? Coordinating multiple accounts? If you have a genuinely complex situation, we can often deliver value that far exceeds our fee, even with a smaller portfolio.
Conversely, if your situation is straightforward, we'll tell you honestly if you might be better off with a different approach for now. The complimentary consultation exists exactly for this: to figure out together if we're the right fit.
8 Already have a financial advisor? When does it make sense to get a second opinion?
It might be worth a review if:
• You're unsure what you're paying in total advisory and investment fees
• You rarely hear from your advisor or get proactive planning ideas
• You feel hesitant asking questions or seeking clarification
• Your portfolio hasn't been reviewed for tax efficiency
• You've experienced a major life event and want to be sure your plan still fits
• Or you just have a sense that it's time to re-evaluate
We offer complimentary second-opinion reviews. You'll walk away with a fresh perspective—whether that means identifying potential improvements or confirming your current plan is working well.
9 Which office should I contact?
Either one! All of our advisors work across both locations and collaborate as a team. If you're in Minnesota or the Upper Midwest, our Rochester office is most convenient. If you're in Arizona or the Southwest, Scottsdale is closest. But we also serve clients nationwide through virtual meetings on Microsoft Teams. Choose based on what's easiest for you—we're flexible and happy to meet however works best.
How do I know if I actually need a financial advisor?
If you're asking yourself this question, it usually means you've reached a complexity threshold where DIY gets risky or overwhelming. Common triggers: receiving stock compensation, planning retirement within 5-10 years, managing multiple retirement accounts, navigating Mayo Clinic or other employer benefits, facing a major life transition (career change, inheritance, divorce), or simply feeling like your money could work harder for you.
The complimentary consultation helps us both figure out if professional guidance makes sense for your specific situation—and if not, we'll tell you honestly. Schedule your free consultation here.
Do you charge for initial consultations?
No, never. Initial consultations are completely complimentary with zero obligation. We want to make sure we're the right fit for your needs, and you want to make sure you're comfortable with our approach. There's no pressure, no sales pitch, no strings attached.
If we're not the right match, we'll tell you honestly and often refer you to someone who might be a better fit. Schedule your complimentary consultation here.
What should I bring to a first meeting?
Nothing at all for the initial conversation! We'll spend time understanding your goals, discussing your situation, and explaining how we work. If we move forward together, we'll give you a simple checklist of documents to gather, but there's zero prep work needed for that first call.
Just bring your questions and an open mind. Ready to schedule? Use our scheduling page or call us at (507) 529-1400.
How do you get paid?
We're fee-only, which means we charge a transparent percentage based on assets we manage—typically between 0.45% and 1.25% annually, depending on portfolio size and complexity. We never receive commissions, kickbacks, or hidden fees from financial products. This matters because it means our interests are directly aligned with yours: when your portfolio grows, we benefit too. You'll always know exactly what you're paying.
Many commission-based advisors earn upfront commissions—often between 3% and 8%, and sometimes more—on investment and insurance products they sell. These compensation structures can create conflicts of interest. Our model is simple: we succeed when you succeed.
What makes Fortress different?
Three things: First, we're 100% fee-only fiduciaries—legally required to put your interests first, with no commissions ever. Second, we use a collaborative team-based approach where multiple CFP® professionals review your plan—so you get diverse perspectives and you're never dependent on a single advisor. For example, when reviewing your retirement income strategy, your lead advisor works alongside our tax-focused CFP® and investment team to ensure every angle is covered.
Third, our dual office locations in Rochester, MN and Scottsdale, AZ—both Mayo Clinic hub cities—give us specialized expertise in complex healthcare compensation (RSUs, deferred comp, 457(b) plans), but we welcome clients from all backgrounds who value independent, transparent advice. Note: Fortress Financial Group is an independent RIA and is not affiliated with Mayo Clinic.
What happens if I want to stop working with you?
You can leave anytime, for any reason. We don't believe in locking clients into contracts—our job is to earn your trust every quarter through results and service. If our relationship isn't working, we'll help you transition your accounts smoothly to wherever you're going next.
Most of our clients have been with us for years not because they're stuck, but because they choose to stay.
What size portfolio do you typically work with?
We don't have a strict account minimum because portfolio size alone doesn't tell us if we can add value. What matters more is complexity—are you navigating Mayo Clinic benefits? Managing stock compensation? Approaching retirement? Coordinating multiple accounts? If you have a genuinely complex situation, we can often deliver value that far exceeds our fee, even with a smaller portfolio.
Conversely, if your situation is straightforward, we'll tell you honestly if you might be better off with a different approach for now. The complimentary consultation exists exactly for this: to figure out together if we're the right fit.
Already have a financial advisor? When does it make sense to get a second opinion?
It might be worth a review if:
• You're unsure what you're paying in total advisory and investment fees
• You rarely hear from your advisor or get proactive planning ideas
• You feel hesitant asking questions or seeking clarification
• Your portfolio hasn't been reviewed for tax efficiency
• You've experienced a major life event and want to be sure your plan still fits
• Or you just have a sense that it's time to re-evaluate
We offer complimentary second-opinion reviews. You'll walk away with a fresh perspective—whether that means identifying potential improvements or confirming your current plan is working well.
Which office should I contact?
Either one! All of our advisors work across both locations and collaborate as a team. If you're in Minnesota or the Upper Midwest, our Rochester office is most convenient. If you're in Arizona or the Southwest, Scottsdale is closest. But we also serve clients nationwide through virtual meetings on Microsoft Teams. Choose based on what's easiest for you—we're flexible and happy to meet however works best.
Still Have Questions?
The best way to get answers specific to your situation is a complimentary, no-obligation consultation. We'll listen, answer your questions, and help you figure out if we're the right fit—zero pressure, zero sales pitch.
Schedule Your Free ConsultationOr call us: (507) 529-1400 (Rochester) | (480) 485-1400 (Scottsdale)
