Best of ORL Winner: Fortress Wealth Group

Discover why Fortress Wealth Group was voted #1 Best Financial Advisor/ Wealth Management in Orlando.
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President Cole Linquist and CEO/Founder John Ledford

Orlando Magazine readers have spoken—Fortress Wealth Group has been named the #1 Best Financial Advisor/Wealth Management firm in the 2025 Best of ORL poll. The award reflects the firm’s deep community roots and its reputation for offering personalized, client-centered financial guidance throughout Central Florida.

More Than Investments

Fortress helps clients make sense of complex financial decisions—from planning for retirement to navigating a business sale. Their approach is comprehensive, blending investment consulting, tax strategy, and long-term planning to support each client’s unique path forward.

A Full Suite of Financial Services

Fortress Wealth Group offers a wide range of services designed to support high-net-worth individuals, families, and business owners at every stage of life. These services include wealth management, strategic tax planning, business exit strategies, estate and trust planning, retirement readiness, insurance solutions, and access to private investment opportunities. Every plan is tailored to fit the client’s specific goals—not just market trends.

Personalized Planning, Real Relationships

Every client relationship at Fortress starts with listening. The team takes time to understand each person’s goals, values, and vision—then builds a plan around that. It’s never one-size-fits-all. The result is a highly personal experience built on trust and collaboration.

Community-Rooted, Client-Focused

Headquartered in Winter Park, FL and serving families and business owners throughout the U.S., Fortress Wealth Group has become a trusted name in wealth management. The Best of ORL recognition underscores the meaningful impact they’ve made—and continue to make—in their community.

Learn More

Looking for a financial team that listens, collaborates, and truly cares?
Explore what makes Fortress different at www.fortresswealthgroup.com

 

Best of Central Florida for the year 2025 by Orlando Magazine award was based on a nomination process where participants were asked to name a financial advisor they would like to nominate for the best Financial Advisor/Wealth Management recognition. The process was open to the general public, and participants had the freedom to write in their preferred choice without any influence or fees paid by the Advisor. Working with a “Best of Central Florida” recipient advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.
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