Best of ORL Winner: Fortress Wealth Group
Discover why Fortress Wealth Group was voted #1 Best Financial Advisor/ Wealth Management in Orlando.
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