Why Choose Us?

Our average client achieves a 29% savings rate. Compare that to the national average of just 4%. Some families we work with generate 100% more in passive income than their lifestyle expenses.

Take Matt’s story. Within his first year working with us, Matt paid off eight different credit cards. He began saving thousands of dollars each month. His financial transformation gave him newfound confidence.

Matt took a vacation with his soon-to-be spouse and mother. He bought an engagement ring. Best of all, he did this without disrupting his lifestyle or falling back into debt.

Matt’s story is unique, but it’s not unusual for our clients to get quick wins. You’ll see progress within your first quarter working with us. We’ll help you implement organizational systems and establish your entity structure. You’ll get a cash flow system that automates savings and provides clear data.

Our founder, Brock Fortner, holds advanced credentials. These include a Master of Science in Finance from Vanderbilt’s Owen School of Management and the Chartered Income Advisor designation.

But our real expertise comes from experience and mentorship. We’ve learned from the best minds in wealth building. We’ve been in the rooms where the biggest players make decisions.

We use the LEAP model to view your entire financial picture on a single page. This gives us unprecedented clarity in decision-making.

Our Currence cash flow management software automates your cash flow structure and delivers real-time data.

We are also one of the only licensed professionals authorized to implement the Rockefeller Method. This is detailed in the book What Would the Rockefellers Do? by our partner Garrett Gunderson.

Using this method, we can help you build unique legacy planning structures. We’ll create systems that preserve your values and vision across generations.

Financial advice without education is just following orders. We believe you deserve to understand the “why” behind every strategy we implement. Our process focuses on helping you discover insights rather than just giving instructions.

Every step of our journey together becomes a learning opportunity. You’ll gain the confidence and knowledge to make smart financial decisions on your own. This education-first approach sets you free from depending entirely on advisors.

We record every meeting so you never miss a detail. After each session, you receive comprehensive follow-up emails documenting our discussions and decisions. Our signature whiteboard sessions provide visual, conceptual, and audio guidance to reinforce your learning.

“Love First and Lead Well” isn’t just a catchy phrase—it’s the foundation of everything we do. Our three core values shape every interaction and decision: love, generosity, and stewardship.

Love means genuinely caring about your success and serving you with your best interests at heart. Generosity drives us to exceed your expectations and help you create lasting impact. Stewardship ensures we manage your resources with the utmost care and responsibility.

We bring unique perspective to our partnership. We’ve experienced both significant wealth and financial hardship. These experiences taught us invaluable lessons about building sustainable wealth. They help us understand your challenges and guide you past common pitfalls.

The financial world evolves constantly. To serve you best, we never stop learning and growing. We participate in elite mastermind groups that keep us at the cutting edge of wealth-building strategies.

You benefit directly from our involvement in groups like Lifestyle Investor, Multiplier, and Courageous Advisors. These collaborations with industry leaders help us bring you innovative solutions you won’t find elsewhere.

Your wealth planning consultants should never stop improving. We invest heavily in our education to better serve your needs.

You deserve more than just annual review meetings and quarterly statements. We respond to client needs quickly.

We believe the best relationships grow through personal connection. Whether sharing a meal, playing a round of golf, or meeting over coffee, we make time for real conversation. These informal interactions build the trust essential for a successful partnership.

Our commitment to personal connection extends beyond client relationships. We actively serve our community by leading youth groups at Bridge Fellowship Church. We also serve on the board of The Bridge House, helping address youth homelessness in Lebanon, Tennessee.

This dedication to service reflects our belief that financial success should fuel positive impact. When you work with us, you’re partnering with people who understand that money is a tool for creating meaningful change.

For five consecutive years, Penn Mutual has recognized our firm as one of the top-producing financial advising companies. This validates our success in helping clients achieve financial freedom.

Most advisors offer cookie-cutter solutions. We provide a personalized path to financial certainty. Let’s build a future where you can live fully today while leaving a lasting legacy.

Schedule a Discovery Call now to learn how our unique approach can transform your financial future.