Retire With Confidence—Not Worry
Scottsdale's fee-only financial advisors who work for you—never commissions. Get a free retirement strategy session.
We Get It — Trusting a Financial Advisor Is Hard
You've Done Well on Your Own
You're smart with money — that's how you got here. But as retirement approaches, the complexity multiplies: tax optimization, Social Security timing, Medicare decisions, estate planning. A second set of expert eyes doesn't replace your judgment — it amplifies it. Studies show professional guidance adds roughly 3% annually through strategies most DIY investors miss.
Is It Worth the Fee?
Fair question — and one we think you should ask every advisor. Here's our answer: we're fee-only, meaning you pay a transparent fee and we earn zero commissions. No hidden costs, no product sales. Our clients stay because the tax savings, behavioral coaching, and planning optimization more than cover our fee.
Tired of Being Sold To?
So are we. That's why we're legally bound fiduciaries — not salespeople with a quota. We don't sell insurance products, annuities, or proprietary funds. We have no financial incentive to recommend anything other than what's best for you. Period.
What Working With Fortress Looks Like
Financial planning built around your life — not a sales quota.
A Real Plan for Your Retirement
Know exactly when you can retire, how much you can spend, and what happens if markets drop. We stress-test your plan against real scenarios so you can make decisions with confidence, not guesswork.
Keep More of What You've Earned
Tax-smart investing, Roth conversion strategies, and charitable giving optimization. Our proactive tax planning doesn't wait until April — it works year-round to reduce what you owe and grow what you keep.
Advice That's Always in Your Corner
Fee-only means we never earn commissions. Fiduciary means we're legally required to put your interests first. You'll never wonder whose side we're on.
Your Whole Financial Life, Simplified
Investments, estate plans, insurance reviews, Social Security optimization, Medicare planning — coordinated under one roof. No more juggling five different advisors and hoping they talk to each other.
What Our Clients Say
“After 20 years of managing our own investments, we finally feel like we have a real plan. The team at Fortress showed us tax strategies we’d never considered and gave us the confidence to actually set a retirement date.”
[Client Name] is a current client of Fortress Financial Group. No compensation was provided for this testimonial. The experience described may not be representative of all clients. Past results do not guarantee future outcomes.
“What sold me was the fee-only model. No one is trying to sell me an annuity or a whole life policy. They give us straightforward advice and I never feel pressured. It’s refreshing.”
[Client Name] is a current client of Fortress Financial Group. No compensation was provided for this testimonial. The experience described may not be representative of all clients. Past results do not guarantee future outcomes.
“We came in thinking we couldn’t retire for another ten years. After running the numbers and optimizing our tax situation, we learned we were closer than we thought. That changed everything.”
[Client Name] is a current client of Fortress Financial Group. No compensation was provided for this testimonial. The experience described may not be representative of all clients. Past results do not guarantee future outcomes.
Pick a Time That Works for You
Your free 30-minute strategy session. No strings attached.
Limited strategy sessions available each week
Common Questions
How much does working with Fortress cost?
We charge a transparent, percentage-based fee on the assets we manage for you — typically ranging from 0.50% to 1.00% depending on your portfolio size. There are no hidden fees, no commissions, and no product sales. You'll always know exactly what you're paying.
During your free strategy session, we'll walk you through exactly what your fee would be.
What does “fee-only fiduciary” actually mean?
It means two important things. Fee-only means we are paid only by you — we don't receive commissions, referral fees, or kickbacks from any financial product company. Fiduciary means we are legally required to act in your best interest at all times.
Many advisors are held to a lower "suitability" standard, meaning they only need to recommend something "suitable" — not necessarily the best option. We hold ourselves to the highest standard in the industry.
What happens in the first meeting?
It's a relaxed, 30-minute conversation — not a sales pitch. We'll ask about your goals, your biggest financial concerns, and what you'd want from an advisor relationship. We'll share a bit about how we work and, if it seems like a good fit, suggest next steps.
There's zero obligation and zero pressure. Many of our best client relationships started with one simple conversation.
Do I need a minimum amount to work with you?
We work best with individuals and families who have $250,000 or more in investable assets, though we're flexible for the right fit — especially for Mayo Clinic employees who are building toward retirement.
If you're not sure whether we're right for your situation, the free strategy session is the perfect way to find out.
I already have a financial advisor. Why would I switch?
You might not need to — and we'll tell you that honestly. But many people come to us because they're not getting proactive advice, they're paying hidden fees they didn't know about, or they want a true fiduciary who doesn't sell products.
In your free strategy session, we can do a quick "second opinion" review and let you know if we see opportunities your current advisor might be missing.
Ready to Take the Next Step?
Join 300+ Arizona families who stopped worrying and started planning.
Or call us at (480) 485-1400