About Fortress Financial | Wilmington, NC Advisors

About Us

Four Decades of Practice Later, We're Still A Firm That Still Picks Up The Phone.

Fortress Financial was built on something simple: the belief that financial planning works best when it's personal, consistent, and honest. Neil Henning spent 40 years working with clients across New Jersey before relocating to Wilmington, NC, where he's now building the next chapter of the firm alongside his son-in-law, Travis Guerry. Between them, they bring the depth and accessibility that can be hard to find in a larger firm: someone who's seen every market cycle and every life stage, and someone who's here to grow with you over the long haul.

You Shouldn't Have to Wait For An Annual Review to Ask a Question.

At a lot of firms, you get a review meeting once a year and a number to call if something breaks. That's not how we work. When life changes, you have a direct line to someone who knows your situation. Every client has a real point of contact. Responsive isn't a feature here. It's just how we operate.

Your Wealth Picture Is Bigger Than Your Portfolio.

Most advisors manage investments. We plan around your entire financial life — income and cash flow, risk management, tax strategy, estate and legacy, retirement income, and more. Travis is a CFP® professional, a designation that reflects extensive education, examination, experience, and ethics requirements. Our comprehensive financial planning helps keep your decisions from happening in silos. We look at all of it together, so your plan actually fits — and keeps fitting as your life changes.

We Help Solve Every Financial Puzzle.

What you own, what you owe, what you're worried about, and where you want to go, no two people come to us with the same combination. In the first year especially, we invest real time getting to know your full picture: your income sources, your existing accounts, what the statements say and what they actually mean for your life.

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Life Changes. Get a Financial Plan and Partner Who Evolves With It.

A first conversation with us is exactly that, a conversation. No products, no pressure. Just a chance to walk through where you are, what you're thinking about, and whether we might be a good fit.

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Our Core Values.

These aren't aspirational. They're how we actually work with clients every day.

Deliver Boutique-Level Service

You should never feel like just another number to your financial advisor. We intentionally stay accessible and responsive, giving you a personal point of contact you can call when questions come up or life changes.

Look At The Whole Financial Picture

Your wealth picture spans everything from income and investments to risk management and long-term goals. We organize, coordinate, and plan with the full picture in mind, so your plans actually fit and evolve with your life.

Gather The Pieces, Solve The Puzzle

Every client brings us a different puzzle: what they own, what they’re worried about, and where they want to go. We sort through the pieces and help you build a path toward the goals you have in mind.

Prioritize People And Relationships

Your personality, story, family, and goals are all unique to you. We take the time to understand you, what you’re saying, what you need, and what you are really trying to accomplish with your wealth.

Supported By Cetera Financial Group.

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Strategy Backed By The Cetera Investment Management Team.

Behind every plan we build, we have access to Cetera's dedicated investment management team: professional portfolio strategists and analysts who inform our research and investment decisions. The thinking behind your portfolio is supported by an institutional layer of analysis, applied specifically to your situation by someone who knows you.

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