Fortitude Financial Planning, LLC

Fortitude Financial Planning, LLC is a registered investment advisory firm providing financial planning, investment management, and project-based services to those with equity compensation, advanced tax planning needs, and business owners.  Our goal is to work with those that need help building their confidence to take control of their finances through sound financial advice with a fiduciary financial advisor.  Fortitude H.E.E.D.S. the goals and needs of its clients to bring them quality comprehensive advice.

FORTITUDE FINANCIAL PLANNING CORE VALUES:

Honesty

Being honest and open with our advice to our clients. Proving to them that they can believe in the advice they are receiving because they are receiving it from someone that genuinely cares about them and how well they succeed in life.

Education

Educating our clients and ourselves by staying current on industry information, planning strategies, and technology to assist with our clients’ needs and to provide high-quality advice to them.

Encouragement

Encouraging our clients that what they have done up to this point is not bad or wrong; however, there may be a better way moving forward, and we will help guide them.

Dedication

Dedication to our clients and helping them to achieve any short-term or long-term goals they have or any problem they need solved.

Simplify

Helping to simplify our clients’ financial lives by building the courage to take control of their finances and providing them with the solutions to do so.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Durham, NC 27701-4545 Phone: (919) 205-8569

Primary Office

Call for an Appointment Durham, NC 27701-4545 Phone: (919) 205-8569