Fee-Only Fiduciary
Financial Advisors
for Arizona
Comprehensive wealth management for Scottsdale area professionals, executives, and retirees who value independent advice. Your goals drive every strategy we create—no commissions, no product sales, just transparent guidance aligned with your success.
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Scottsdale, AZ 85255
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Get DirectionsServing Scottsdale's Diverse Community
From desert retirees to business owners—comprehensive financial guidance for Arizona families navigating complex wealth decisions
Arizona Retirees & Pre-Retirees
Whether you retired to Scottsdale or are planning your next chapter here, we help you optimize Social Security, manage tax-efficient withdrawals, and create sustainable income streams for your Arizona lifestyle.
- Snowbird financial coordination
- Medicare & Arizona healthcare planning
- Multi-state tax optimization
Business Owners Post-Exit
Sold your business? We specialize in helping Arizona entrepreneurs manage and preserve wealth after a successful exit. From diversification strategies to tax-efficient wealth transfer, we guide you through the transition from business owner to wealth steward.
- Post-sale asset diversification
- Tax-efficient liquidity event planning
- Wealth preservation & estate planning
Phoenix Metro Executives
Serving executives and high-net-worth families across the Valley with sophisticated wealth management, equity compensation strategies, estate planning, and multi-generational wealth preservation.
- RSU & stock option planning
- Executive compensation analysis
- Concentrated wealth diversification
Healthcare Professionals
Physicians, surgeons, and healthcare administrators benefit from our expertise in complex benefit packages, 403(b)/457 plans, and unique compensation structures common in medical institutions.
- Healthcare benefits optimization
- 403(b) & 457 plan strategies
- Practice transition planning
Why Arizona Families Choose Fortress Financial Group
In Scottsdale's competitive financial landscape, independence matters. We're not tied to big banks, insurance companies, or Wall Street firms. We're fee-only fiduciaries legally required to put your interests first—no commissions, no hidden agendas.
100% Fiduciary
Your interests come first—legally, ethically, and without exception. Zero commissions or product sales.
Proactive Tax Planning
Year-round tax planning strategies for Arizona residents, including multi-state optimization for snowbirds and Roth conversion analysis.
Dual-Location Expertise
Headquartered in Rochester, MN with our Scottsdale office—we bring Midwest values and Arizona market knowledge while serving clients nationwide.
Team-Based Approach
Multiple advisors including CFP® professionals review your plan. You're never dependent on a single advisor—commitment to continuity and comprehensive planning.
Our Track Record Speaks for Itself
Data as of October 2025
Management
Served Nationwide
Household Ratio
Team Financial Experience
Your Path to Financial Clarity
A proven process that serves clients seeking comprehensive, transparent financial guidance
Introductory Call
A 30-minute conversation to understand your priorities, answer questions, and confirm fit—no pressure, just clarity.
Discovery Meeting
Deep dive into your financial picture—in-person at our Scottsdale office or virtually via Microsoft Teams (60-90 minutes).
Custom Plan & Implementation
Receive your personalized financial plan with clear action steps. We handle all account setup, transfers, and implementation details.
Ongoing Partnership
Proactive reviews, tax planning, Social Security optimization, and on-call advice as your life evolves.
Ready to Experience the Fortress Difference?
Join hundreds of other households who've discovered what independent, fiduciary financial planning truly means.
No pressure, no sales pitch—just a conversation about your financial goals