Fortis Capital Advisors Expands Nationally with New Team Members Dedicated to Wealth Management
Fortis Capital Advisors is making significant strides in the financial advisory landscape by welcoming three new team members: Ben Kusner, Shane Meyer, and Steve Berner, CFP®. This expansion not only signifies growth for the firm but also reinforces its commitment to delivering exceptional wealth management services tailored to individual clients' needs.
Headquartered in Prairie Village, Kansas, Fortis Capital Advisors has been a steadfast presence in the financial advisory sector, rooted deep in Michigan and Northwest Ohio. The addition of these wealth management professionals comes at a pivotal time, as the firm aims to enhance its service offerings and broaden its client base across the nation.
With over several decades of combined experience, Kusner, Meyer, and Berner bring a wealth of knowledge and a relationship-focused approach that is crucial in today's fast-evolving financial landscape. Their strategy revolves around building lasting relationships with clients by understanding their unique financial situations and providing guidance that goes well beyond mere investment management.
“Great advisors find their way to great teams,” said Roman Moldavsky, CEO of Fortis Capital Advisors. The alignment of values among the new members and the existing team at Fortis is key to ensuring a high standard of service delivery. This shared commitment to putting clients first and operating with integrity establishes a solid foundation for future success.
"Our clients have always been at the center of how we work, and this move allows us to serve them with even greater depth and continuity," commented Ben Kusner. The inclusion of Fortis's broader capabilities is expected to provide the necessary resources to address evolving client needs effectively.
Meyer emphasized the importance of the partnership, stating, "This collaboration is about fortifying our clients' positions for the future, merging our personal approach with expanded resources to meet their requirements comprehensively."
The integration of this new trio is pivotal for Fortis Capital Advisors, as it reflects the company’s overarching growth strategy: bringing together dedicated advisors who resonate with the firm’s ethos. This approach not only aims to build a national presence but also focuses on reinforcing relationships with clients through exceptional service and support.
Steve Berner, CFP®, articulated the essence of this mission by stating, "The most meaningful part of this work has always been the opportunity to make a lasting difference in clients' lives. Joining Fortis allows us to maintain our valued relationships while enhancing the support and solutions available to our clients."
The firm’s strategies and practices will remain grounded in personal service, backed now by a robust platform that equips advisors to enhance their offerings. This dual focus on personal relationships and institutional strength positions Fortis Capital Advisors uniquely in the competitive financial advisory market, promising an elevated level of care for clients both old and new.
For more details about the services provided, visit the Fortis Capital Advisors Team Page. Together, with the right blend of traditional values and modern capabilities, Fortis is set to navigate its clients through every stage of their financial journeys with confidence and expertise.
Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, Kansas 66208, an investment adviser registered with the Securities and Exchange Commission ("SEC").
Headquartered in Prairie Village, Kansas, Fortis Capital Advisors has been a steadfast presence in the financial advisory sector, rooted deep in Michigan and Northwest Ohio. The addition of these wealth management professionals comes at a pivotal time, as the firm aims to enhance its service offerings and broaden its client base across the nation.
With over several decades of combined experience, Kusner, Meyer, and Berner bring a wealth of knowledge and a relationship-focused approach that is crucial in today's fast-evolving financial landscape. Their strategy revolves around building lasting relationships with clients by understanding their unique financial situations and providing guidance that goes well beyond mere investment management.
“Great advisors find their way to great teams,” said Roman Moldavsky, CEO of Fortis Capital Advisors. The alignment of values among the new members and the existing team at Fortis is key to ensuring a high standard of service delivery. This shared commitment to putting clients first and operating with integrity establishes a solid foundation for future success.
"Our clients have always been at the center of how we work, and this move allows us to serve them with even greater depth and continuity," commented Ben Kusner. The inclusion of Fortis's broader capabilities is expected to provide the necessary resources to address evolving client needs effectively.
Meyer emphasized the importance of the partnership, stating, "This collaboration is about fortifying our clients' positions for the future, merging our personal approach with expanded resources to meet their requirements comprehensively."
The integration of this new trio is pivotal for Fortis Capital Advisors, as it reflects the company’s overarching growth strategy: bringing together dedicated advisors who resonate with the firm’s ethos. This approach not only aims to build a national presence but also focuses on reinforcing relationships with clients through exceptional service and support.
Steve Berner, CFP®, articulated the essence of this mission by stating, "The most meaningful part of this work has always been the opportunity to make a lasting difference in clients' lives. Joining Fortis allows us to maintain our valued relationships while enhancing the support and solutions available to our clients."
The firm’s strategies and practices will remain grounded in personal service, backed now by a robust platform that equips advisors to enhance their offerings. This dual focus on personal relationships and institutional strength positions Fortis Capital Advisors uniquely in the competitive financial advisory market, promising an elevated level of care for clients both old and new.
For more details about the services provided, visit the Fortis Capital Advisors Team Page. Together, with the right blend of traditional values and modern capabilities, Fortis is set to navigate its clients through every stage of their financial journeys with confidence and expertise.
Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, Kansas 66208, an investment adviser registered with the Securities and Exchange Commission ("SEC").
Topics Financial Services & Investing）
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