about us
Steven Neeley, MBA, CFP®
Financial Advisor
I founded Fortress Capital Advisors with one goal in mind: helping my clients retire comfortably and confidently. Whether you’re just starting to think about retirement or you’re deep into retirement planning, I’ll work with you to design a plan that gives you peace of mind—no matter what the market does.
As a seasoned financial planner and advisor, I don’t just create financial plans—I create roadmaps for a secure, stress-free future. With close to 20 years of experience, I’ve helped corporate executives, business owners, and retirees craft customized strategies designed to optimize retirement income, minimize taxes, and protect wealth.
If you’re ready to turn your goals into a reality and eliminate the guesswork around your financial future, let’s talk.
Things You Should Know
- I am a Certified Financial Planner™ and fiduciary, meaning that I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor.
- I am a Fee-Only financial advisor, which means that I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
- I have nearly two decades of experience in the financial services industry. Prior to founding Fortress Capital Advisors, I served as the chief investment officer of a large independent wealth management firm where I oversaw hundreds of millions of dollars in client assets.
- I have a network of experts in their respective legal, tax, and insurance fields that you can utilize.
Personal
- My family and I are avid global travelers and foodies. If I could visit one place again and again, it would be Granada, Spain. I don’t think I could ever tire of sitting next to the river, sipping wine, eating tapas and staring up at the magnificent Alhambra.
- Pickle ball is the best sport!
- To learn more, see this interview I gave with Allan Slider of the Fee Only Network.
Favorite Book:
Non-fiction – Endurance: Shackleton’s Incredible Voyage by Alfred Lansing. This true account of Ernest Shackleton and his crew’s survival in the Antarctic is simply incredible and will likely make whatever problems you are dealing with seem pretty small in comparison.
Fiction – Slaughterhouse-Five by Kurt Vonnegut Jr.(I have to go with a Hoosier here!) Billy Pilgrim’s experience of becoming “unstuck” in time is such a powerful metaphor for how life actually feels when you look back on it.
Strangest Thing Ever Eaten:
This is tough because if you spend a lot of time in Asia, you tend to eat a lot of “dare” foods. I’ll say it’s a tie between a live baby octopus and barbecued chicken’s anus.
Favorite Quote:
“Whenever I’m about to do something, I think, ‘Would an idiot do that?’ And if they would, I do not do that thing.” Dwight Schrute – The Office
OUR BENEFITS
Collaborate With Your Company
Supply Chain And Operations
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Business Process Outsourcing
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High Quality
Innovations
