Tel: 317-204-4013 450 E. 96th St. Suite 125 Indianapolis, IN 46240
About Jon Shurtz
Jon Shurtz, CFA, CFP®, is a Co-founder, Principal and Wealth Advisor at Forta Wealth Partners in Indianapolis, Indiana. He brings more than a decade of wealth advisory experience and specializes in strategic financial planning and investment management for families, business owners and institutions. Jon joined Merrill Lynch in 2015 and helped grow The Turner Group to approximately $1 billion in client assets before the team launched Forta as an independent firm in 2026. Forta's team serves C-suite executives, business owners, multi-generational families, physicians, endowments and non-profit organizations across 26 states. Jon graduated cum laude from Butler University. He lives in Carmel, Indiana, with his wife and two children, and enjoys fitness, cooking, golf and coaching youth sports.
About Forta Wealth Partners
Forta Wealth Partners is an independent wealth advisory firm based in Indianapolis, Indiana. Founded in January 2026 by Will Turner, CFP®, Jon Shurtz, CFA, CFP®, and Taylor McDougal, CIMA®, CPFA®, the team previously operated as The Turner Group at Merrill Lynch Wealth Management and oversees approximately $900 million in client assets.
Forta provides comprehensive financial planning and investment management for families, business owners and institutions. For families, services include financial planning, investment management, liability analysis, tax strategies, estate planning, risk management, philanthropic strategies, multigenerational and education planning, professional integration and balance sheet aggregation. For business owners, Forta adds succession planning, corporate retirement plans and tax minimization. For endowments, foundations and other institutions, the firm offers investment management, investment policy statement services and corporate cash management. Clients include C-suite executives, business owners, multi-generational families, physicians, professional athletes, endowments and non-profit organizations in 26 states.
As an independent practice, Forta is not beholden to the products or influence of a parent company. Its three-step process - Discover & Decide, Project & Plan, Implement & Partner - is built on disciplined follow-through and trust-based guidance. Client assets are held with Goldman Sachs Custody Solutions.
Will Turner, CFP®, is a Co-founder, Principal and Wealth Advisor at Forta Wealth Partners. He previously led The Turner Group at Merrill Lynch, providing comprehensive financial guidance to families and institutions, and is known for a disciplined process and strong follow-through with clients. Will earned an Honors bachelor's degree in finance from Butler University, where he captained the golf team. He lives in Carmel, Indiana, with his wife and three children, volunteers on nonprofit boards and coaches youth sports.
TaylorMcDougal
CIMA®, CPFA®, Co-founder, Principal and Wealth Advisor
TaylorMcDougal
CIMA®, CPFA®, Co-founder, Principal and Wealth Advisor
Taylor McDougal, CIMA®, CPFA®, is a Co-founder, Principal and Wealth Advisor at Forta Wealth Partners. At The Turner Group at Merrill Lynch, he advised families, business owners and institutions on building and transferring wealth, combining analytical rigor with a highly personal advisory style. Taylor earned an Honors degree from the Kelley School of Business at Indiana University Indianapolis. He lives in Noblesville, Indiana, with his wife and two children, and is a licensed IHSAA high school football official.
MadelineArmstrong
CFP®, Financial Advisor
MadelineArmstrong
CFP®, Financial Advisor
Madeline Armstrong, CFP®, is a Financial Advisor at Forta Wealth Partners, providing comprehensive financial planning with expertise in estate and gift taxation, philanthropic strategies, trust structures, insurance, income tax planning and investment management, experience she developed at The Turner Group at Merrill Lynch. She earned a finance degree from the Kelley School of Business at Indiana University, where she played volleyball. Madeline lives in Indianapolis and enjoys fitness, travel and movies.
HollyHynes
CRPC®, Manager, Team and Client Services
HollyHynes
CRPC®, Manager, Team and Client Services
Holly Hynes, CRPC®, is Manager of Team and Client Services at Forta Wealth Partners, overseeing team operations and client service processes. Previously with The Turner Group at Merrill Lynch, she manages day-to-day client requests and builds lasting relationships through attentive support and a high standard of professional care. Holly lives in Greenwood, Indiana, with her husband and two daughters.
BrandonMarvel
Associate, Client Services
BrandonMarvel
Associate, Client Services
Brandon Marvel is an Associate, Client Services at Forta Wealth Partners, handling client onboarding, account maintenance and operations with a client-first approach. He spent six years at The Turner Group at Merrill Lynch as a Registered Wealth Management Client Associate, and before entering finance worked more than two years in customer service for Callaway Golf in Carlsbad, California. Brandon lives in Fishers, Indiana, and enjoys traveling, golfing and time with family.
Our Office, Phone, Your Office, Your Home, Video Conference
Compensation and Fees
Fee Structure:
Fee-Only
Compensation Methods:
Based on Assets, Flat Fee
Firm Information
Firm's Number of Clients:
250
Firm's Number of Planning Clients:
250
Firm's Number of Managed Clients:
250
Assets Managed by Firm:
$900,000,000
Advisor's Number of Clients:
250
Advisor's Number of Managed Clients:
250
Advisor's Number of Planning Clients:
250
Total Assets Under Management by Advisor:
$900,000,000
Education
Bachelor of Science - Finance and Management Information Systems:
Butler University - Indianapolis, IN
08/03/2008 - 05/25/2012
Financial Planning for Businesses
We help business owners coordinate their personal and business finances, including cash management, retirement plans, 401(k) management, and financial planning for owners and employees.
Financial Planning for Individuals
Our process begins with a complimentary 45-minute discovery meeting to understand your financial situation, goals, and priorities. If there appears to be a good fit, we gather the necessary financial information and prepare a personalized proposal. We then meet for approximately one hour to review our recommendations, services, and fees. There is no cost or obligation for this process.
Portfolio Management
We build customized portfolios around each client's goals, risk tolerance, tax considerations, and financial plan. Portfolios primarily utilize individual stocks and ETFs, supported by institutional investment research. For qualified clients, we may also incorporate alternative investments where appropriate.
Retirement Planning
We help clients determine how much they need to retire, when they can retire, and how to efficiently generate income throughout retirement. Our planning coordinates investment strategy, Social Security, retirement account distributions, tax withholding, Roth conversions, and other tax-management opportunities.
Estate Planning & Trusts
We help clients coordinate their estate planning with their attorneys and other professionals. This may include beneficiary and account titling reviews, gifting strategies, charitable planning, trust considerations, and strategies for transferring wealth to future generations
Tax Advice and Services
Tax planning is integrated into our wealth management process. We help clients identify tax-efficient strategies and coordinate closely with their CPAs and other tax professionals. Our planning may include tax-efficient investing, charitable giving, Roth conversions, retirement distributions, and other strategies designed to improve after-tax outcomes.
Education Funding and Planning
We help families develop tax-efficient strategies to save and invest for children's and grandchildren's education, including 529 plans and other funding strategies as part of a broader multigenerational wealth plan.
Investment Advice & Management
Forta Wealth Partners provides personalized investment management based on each client's goals, risk tolerance, tax situation, and financial plan. Our advisory fee is clearly disclosed during the proposal process, with financial planning and ongoing advice incorporated into the relationship.
Wealth Management
Forta Wealth Partners serves as a central point of coordination for our clients' financial lives. We integrate investment management, retirement planning, estate and gifting strategies, tax planning, insurance, cash management, education funding, charitable giving, Roth conversions, and other wealth-planning strategies into one comprehensive plan.
Risk Management
Risk management begins with understanding how much risk a client needs and is comfortable taking. We build portfolios around those objectives and establish a plan for generating cash flow during periods of market volatility. Investment risk and financial-plan progress are reviewed regularly with clients.
Financial Advice & Consulting
Ongoing financial planning and advice are integrated into our wealth management relationship rather than billed separately by the hour. Clients have ongoing access to our team for financial decisions, planning opportunities, and coordination with their other professional advisers.
401K Rollovers
We help clients evaluate their options when leaving an employer or retiring, including whether to maintain assets in an employer plan or complete a 401(k) or pension rollover. When a rollover is appropriate, we guide clients through the process from start to finish.
Insurance Planning
We evaluate insurance as part of a client's overall financial plan, helping determine appropriate coverage based on their financial needs and risks. While we are licensed to offer life insurance, our recommendations are driven by the client's planning needs rather than insurance sales.
Annuities
Forta Wealth Partners does not sell annuities. We can, however, evaluate existing annuity contracts as part of a client's overall financial plan and investment strategy.
Money Management
We help clients coordinate and manage the various pieces of their financial lives, including taxable investment accounts, IRAs, Roth IRAs, 401(k)s, trusts, concentrated stock positions, business accounts, 529 plans, UTMAs, and cash reserves.
Disclosures
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