Fortress Financial Group

Fortress Financial Group is a Fee-Only fiduciary financial planning and investment management firm helping individuals, families, pre-retirees, retirees, and high-net-worth households make confident financial decisions. Based in Rochester, Minnesota, with an office in Scottsdale, Arizona, we provide comprehensive, planning-centered advice designed to simplify the complex moving parts of your financial life. Our work often includes retirement income planning, investment management, tax-aware planning, Social Security and pension decisions, estate and legacy coordination, charitable giving strategies, and guidance through major life transitions. We believe financial planning should be personal, proactive, and easy to understand. As a Fee-Only fiduciary firm, our advice is not driven by commissions or product sales. We work to align your investments, taxes, cash flow, retirement goals, and family priorities into one coordinated plan that can evolve as your life changes. Our goal is to help clients turn wealth into clarity, confidence, and choice, so they can pursue the retirement lifestyle that matters most to them.