Fortress Capital Advisors Launches in Indianapolis Area

December 23 22:06 2022
This financial advisory opens its doors to guide more people through some of life’s toughest financial decisions.

For many individuals, planning is one of the best things they can do to ensure a healthy financial situation in the future. Whether the goal is to earn from investments or to have enough retirement funds, people seek the expertise of financial advisers to help them make a solid plan for the future and act on it.

Fortress Capital Advisors is an Indiana-based financial advisory that helps individuals achieve financial freedom. The firm was founded by Steven Neeley, CFP® who realized how challenging it is to retire without knowing what to do. When he established Fortress Capital Advisors, he made it his goal to guide people through some of life’s toughest decisions, like retiring or building an investment portfolio.

The company provides full-service wealth management and custom financial planning services to various individuals across the state. With its full-service wealth management, the company manages and monitors its clients’ portfolios, provides financial planning services, and investment management, and regularly reviews and updates clients’ financial plans. On the other hand, Fortress Capital Advisors also offers custom financial planning, where the company drafts a custom financial plan based on clients’ specific needs.

What sets Fortress Capital Advisors apart from the rest of the industry players is its personalized approach to managing its clients’ finances. The company makes sure to regularly monitor the markets and update its clients. Its team of financial advisers does not recommend the “set-it-and-forget-it” approach. Instead, they are very committed to their client’s growth. They are very proactive so they can deliver–if not go beyond–what is expected of them.

According to a company representative, Fortress Capital Advisors takes pride in what they do differently. “Many financial advisors take a “set-it-and-forget-it” approach to investing and risk management. They choose an allocation, then do nothing more than rebalance their client’s portfolio once a year, regardless of what is happening in the markets,” shared the company representative. “We are far more proactive in our approach. We consider it our mission to prevent our clients from experiencing large losses, getting them safely to their destination so they can pursue their passions,” added the representative.

Today, the company still stands by its mission and has been helping countless individuals navigate through life’s difficult decisions. By opening its doors in the Indianapolis area, Fortress Capital Advisors hopes to reach more individuals and help them plan and manage their future wisely.

Check out the company’s website at https://www.fortresscapadv.com/ to access more information about Fortress Capital Advisors and its services.

About Fortress Capital Advisors

Fortress Capital Advisors is an Indiana-based financial advisory that helps individuals achieve financial freedom. The company provides full-service wealth management and custom financial planning services to various individuals across the state.

Media Contact
Company Name: Fortress Capital Advisors
Contact Person: Steven Neeley, CFP®
Email: Send Email
Phone: (317) 210-3727
Country: United States
Website: https://www.fortresscapadv.com/