Dan Langworthy, CIMA®, CPWA®
Founder | Senior Advisor
Dan Langworthy, CIMA®, CPWA®, is the Founder and a Senior Advisor at Fortress Financial Group. With over 35 years of experience in the financial industry, Dan is dedicated to helping pre-retirees navigate one of the most financially critical phases of their lives. Introduced to the stock market at just 15 years old, he developed a passion for investing early on, which evolved into a career centered around guiding individuals through the complexities of financial planning.
Dan specializes in retirement planning, investment management, and tax-efficient strategies, ensuring clients can confidently transition from accumulation to distribution. His planning-first approach begins with understanding a client’s full financial picture—where they are today and where they want to go. By building a customized financial plan first, he ensures that investment strategies are designed to support long-term goals.
Dan finds the most fulfillment in seeing his clients achieve peace of mind, knowing they have a clear roadmap for retirement. One particularly rewarding experience involved a couple who believed they needed significantly more savings to retire securely. After creating a comprehensive financial plan that accounted for their income sources, expenses, and tax obligations, Dan helped them realize their strong financial standing. A week later, they returned with a new question—whether they could afford a second home in Florida. After running the numbers, Dan confirmed they could, and they soon purchased their dream retirement property.
Beyond financial planning, Dan enjoys an active lifestyle, including snow skiing, water skiing, golfing, hiking, and traveling. His passion for helping others extends beyond his professional life—he has previously served as a church council member, director of the audit committee, and Treasurer of Pine Island Golf Course's board.
At his core, Dan believes in leveraging modern financial technology to model different scenarios and provide clients with realistic, data-driven insights. His mission is simple: to help clients enjoy the wealth they’ve built while feeling secure about their financial future.
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