Dan Langworthy CIMA® · CPWA®

Background

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.

Approach

Dan specializes in retirement planning, investment management, and tax-efficient strategies, helping clients prepare for the 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, investment strategies can be designed to support long-term goals.

Dan finds the most fulfillment in helping clients replace guesswork with a clear roadmap. Some of the most rewarding conversations in his work happen when a comprehensive plan that accounts for income sources, expenses, and tax obligations gives a family the clarity to evaluate a question they have carried for years, whether that’s the timing of retirement or a goal they weren’t sure was realistic. Circumstances and outcomes differ for every household, but the starting point is always the same: understanding the full picture before making the decision.

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 make informed financial decisions and feel more prepared for the future.

Beyond the office

Beyond financial planning, Dan enjoys an active lifestyle, including snow skiing, water skiing, golfing, hiking, and traveling.