Fortress Wealth Planning

Fortress Wealth Planning is a fee-only financial advisory firm that works mainly with business owners going through a company transition and with women who are newly widowed or divorced. The team takes a defensive approach first, protecting near-term needs, and then builds toward the future. Advisors hold credentials including the CFA, CTFA, CFP and AEP designations, and the firm says it coordinates with clients' attorneys and CPAs so clients don't have to.

The firm is paid only by its clients and receives no commissions. Consultations start with an introductory call, which can be scheduled through the website. The office is on Marsh Landing Parkway in Jacksonville Beach, and the firm serves the Jacksonville area.