Fortem Financial Group, LLC

About Fortem Financial Group, LLC

<p>Founded in 2011, Fortem Financial Group, LLC is a fiduciary advisory firm that works with individuals, high-net-worth clients, and small-to-mid-sized corporations.</p> <p>Headquartered in Palm Desert in the Coachella Valley, the firm also has an office in Mesa in the Phoenix metro area and works with clients across the U.S. Fortem Financial reports $0.5B in assets under management (2026).</p> <p>Fortem Financial runs wealth management and financial planning programs that cover portfolio management and cash/credit management alongside longer-term planning. It also provides 3(38) investment management services for retirement plans as part of its work with <a href="/retirement-plans">retirement plan providers</a> and plan fiduciaries.</p> <p>One differentiator is the firm’s combination of fiduciary advice with day-to-day portfolio management and cash/credit coordination under one advisory relationship.</p> <ul> <li>Wealth management for individuals and families</li> <li>Financial planning and goal-based strategy</li> <li>Portfolio management</li> <li>Cash and credit management coordination</li> <li>3(38) investment management for retirement plans</li> </ul>

Website: https://www.fortemfin.com/

Founded: 2011