Retire with Confidence
For over 30 years, we have helped people plan for and navigate retirement.
Who We Are
Fortress Financial Group is an independent, fee-only financial planning firm. We are held to a fiduciary standard and serve clients nationwide from our office in Rochester, Minnesota
Are you on track to meet your goals? Click below to find out.
The presented testimonial is from a current Fortress Financial Group client and was obtained via a third-party website. Fortress Financial Group reaches out to clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by Fortress Financial Group on Google My Business.
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The Fortress Team
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![Dan Langworthy]()
Dan Langworthy, CIMA®, CPWA®
Founder | Senior Financial Advisor
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Cody Schaefer, CFP®
Lead Financial Advisor
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Luke Kroeplin, CFP®
Financial Advisor
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Jack Zinser
Associate Financial Advisor
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Lisamarie Langworthy
Operations Manager
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Debra Pladsen
Chief Compliance Officer
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Caity Kessel
Client Service Associate
Ready to start your journey towards retiring with confidence?
Fill out the form and we will be in touch to schedule a introductory call
Our Process: Your Financial Matters™
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We meet to identify your priorities, values, challenges, and goals to help you gain a clear vision of your ideal lifestyle.
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We lay the groundwork for your plan and draw a path from where you are to your financial possibilities
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We organize and centralize all assets using our WealthMap technology, empowering you to feel confident and connected to developing your future.
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We create a customized strategy for your finances with realistic goals and options that coincide with your ideal lifestyle.
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We meet to present various strategies and create customized “what-if” scenarios that reflect your vision
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We act immediately to execute your plan allowing the whole process to be as simple as possible.
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Through regular communication, we work to ensure the plan maintains structural integrity and stays relevant to your goals as your needs evolve.
