Travis Tracy (CFP®, EA)

Travis Tracy focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Hi, I’m Travis! I created this firm to help those with equity compensation, advanced tax planning needs, and business owners build the courage to take control of their finances and to assist with making the best financial decisions to reach their goals. My job is not to pass judgment on any past decisions but to educate and encourage going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.

I’m from a small town in South Carolina, and I graduated from Guilford College in Greensboro, NC. I currently live and work in the Raleigh-Durham area, with my wife, Shelby, our daughter, Peyton and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.

I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.

Additional Information

Travis is a member of the XY Planning Network, and a member of the Fee-Only Network.

NAPFA Start Date

September 24, 2020


This Office

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