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Investing with Fortress Planning Group

The foundation of our investment approach is that markets are efficient. Fortress Planning founder Scott Wellens, CFP® spent hundreds of hours and combed through dozens of academic peer reviewed research papers to discover this. Why it matters for you: If you already know that markets are priced fairly, then you can turn your attention to other ways to gain a competitive advantage in the market. That is what we aim to do at Fortress Planning Group.

Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional's mutual funds are designed to meet the needs of professional investors, and the firm's resources are devoted to improving these strategies on going. Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms like Fortress Planning Group. Our relationship with Dimensional is long-standing and based on shared views about how stock markets work and how best to provide clients with a successful investment experience.

Although we have a great relationship and complete trust in Dimensional Fund Advisors, at Fortress Planning Group we are committed to researching and staying abreast of the ever-evolving financial industry to assure that we are providing our clients with the advice and opportunity they deserve.