KNOW
YOUR ADVISOR . YOUR COST . WHO TO TRUST
Meet Josh Zorger, CFP®
Josh Zorger, a Certified Financial Planner™, founded Fortitude Private Wealth, which is an independent, fee-only registered investment advisor. Practicing under a fiduciary standard of care, Fortitude Private Wealth provides a comprehensive, personalized wealth management process addressing the primary financial concerns and challenges of our clients. Fortitude Private Wealth receives no commissions and does not sell any products. Josh and his wife also raise four children and are active in their church and community.
Josh's Story
Education and Professional Designations
Certified Financial Planner™ Designation
NAPFA-Registered Financial Advisor
Indiana University Kelley School of Business, Bachelor of Science
Personal
Married, four children
Member Our Lady of Mount Carmel Catholic Church
Previous Experience
LPL Financial
Banc of America Investment Services
Bank of America
The Chicago Board of Trade
We are an independent, fee-only registered investment advisor. Practicing under a fiduciary standard of care, we provide a comprehensive, personalized wealth management process addressing the primary financial concerns and challenges of our clients.
OUR FOCUS
Entrepreneurs
Small Business Owners
Retirees
ABOUT FEE ONLY
A fee-only financial advisor cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company or any source other than you.
Fortitude Private Wealth (FPW) is a fee-only registered investment advisor located in Carmel, Indiana and serves clients in nine states.
FORTITUDE PRIVATE WEALTH
- Has a fiduciary obligation to put the interest of our clients before our own.
- Receives all fees and compensation directly from our clients.
- Does not sell any products or receive any commissions.
GET IN TOUCH
You are invited to have a phone call with Josh by filling out our form.
