Travis Tracy (CFP®, EA)

Planning Specialties

Travis is a Partner and Lead Planner at Fortitude Financial Planning, a firm committed to delivering comprehensive, personalized financial planning rooted in expert tax guidance. With over a decade of experience in the financial services industry, Travis specializes in helping clients navigate complex financial decisions with clarity and confidence—whether they’re planning for the future, managing a life transition, or seeking to align their finances with long-term goals.

Known for his thoughtful, judgment-free approach, Travis believes financial planning should empower clients to make informed decisions and use their wealth as a resource to live the life they envision. He works closely with individuals and families to build tailored strategies that evolve as their lives do.

Originally from a small town in South Carolina, Travis graduated from Guilford College in Greensboro, NC, and now calls the Raleigh-Durham area home. He lives there with his wife, Shelby, their children, Peyton and Hayden, and their three dogs, Savannah, Bailey, and Draco. Outside of work, he enjoys spending time with his family, staying active through sports and outdoor adventures, and diving into technology projects—whether it’s automating business workflows or learning new coding skills. When it’s time to unwind, he’s usually relaxing by a campfire with a good IPA in hand.

Travis is a Certified Financial Planner™ professional and an Enrolled Agent authorized to represent taxpayers before the IRS. He is also a notary public in North Carolina and affiliated with the CFP Board, Alliance of Comprehensive Planners (ACP), the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.