Fortis Financial Group is a comprehensive wealth management firm dedicated to helping high-net-worth individuals, business owners, and families achieve long-term financial success. Founded with a mission to provide holistic, personalized financial planning, Fortis integrates every aspect of a client's financial life - investments, taxes, estate planning, real estate, risk management and more - into a cohesive strategy tailored to their unique goals.
John Heffel
CFP
John serves as a lead advisor at Fortis, specializing in customized wealth planning for clients. In addition to portfolio management and cash flow planning, John helps clients navigate complex topics such as concentrated stock, estate planning, tax, real estate, liquidity events and other unique situations.
Prior to joining Fortis, John served as a Wealth Strategy Associate with UBS Private Wealth Management where he first earned the CERTIFIED FINANCIAL PLANNER™ Designation and worked with the groups high net worth and ultra high net worth clients.
John graduated Cum Laude from Seattle Pacific University. Outside of the office, John enjoys golf, fitness, travel and spending time with his wife and family.
Laurence Donohue
CFP
Laurence delivers personalized investment strategies tailored to clients goals, risk tolerance, and liquidity needs. Collaborating with his team, he manages investments, retirement planning, tax optimization, and estate planning, while providing asset performance insights and education for multi-generational families. A CERTIFIED FINANCIAL PLANNER™ professional, he also holds the Series 66 FINRA registration.
Before joining Fortis, Laurence advised high-net-worth families at Merrill Lynch Wealth Management building out and implementing personalized financial plans to preserve and grow their wealth.
He currently resides in Seattle with his Australian Shepherds, River and Dakota. He graduated Magna Cum Laude from Washington State University with an economics degree and remains a fervent WSU supporter. In his free time, he enjoys golf, travel, boating, and cheering for the Seahawks, Mariners, and Kraken.
Connor Black
CFP
Connor is a CERTIFIED FINANCIAL PLANNER™ practitioner with a passion for helping individuals and families achieve their financial goals. At Fortis, he specializes in financial planning and investment management, providing tailored strategies to meet each client's unique needs.
Prior to joining Fortis, Connor spent six years as an Advisor at Moss Adams in their Private Clients Advisory group. There he was a key member of the Executive National Practice specializing in working with executives, leveraging his expertise in equity compensation, stock options, and comprehensive financial planning to address their unique and complex financial needs.
Outside of work, you can find Connor on the golf course, at the gym, enjoying the outdoors, or spending time with friends and family.
Mike Boroughs
CFA, CPA
Mike is the President and Chief Investment Officer of Fortis. Mike is primarily responsible for overseeing and driving improvements in the investment strategies of the firm as well as working with top tier clients to manage and grow their wealth. As the team continues to grow, Mike also spends time recruiting and training new advisors on how to communicate and improve the investment solutions for clients.
Prior to Fortis, Mike was an Assistant Portfolio Manager for Glacier Peak Capital. Glacier Peak Capital was a registered investment advisor with approximately $190 million in assets under management spread across two discretionary hedge fund portfolios. Mike played a key role in launching Glacier Peak Capital as a spinoff from Summit Capital Group, where he formerly worked as an Equity Analyst. Prior to Summit, Mike was an auditor for Ernst & Young LLP where he earned his CPA designation, specializing in financial statement investigation. He graduated as Valedictorian from University of San Diego.
Outside of work, Mike is active in his church community in NE Seattle, spends time out at his family cabin on Marrowstone Island and loves to travel. Mike resides in Lake Forest Park with his wife, twin girls and son.
Jordan Stover
CFP
Jordan is a dedicated CERTIFIED FINANCIAL PLANNER™ with a drive for helping clients create and execute a plan to achieve their unique goals. She believes in the importance of educating clients and empowering them to make informed decisions.
Jordan believes building strong relationships with clients and genuinely getting to know them is a pillar for helping them achieve their financial goals with personalized guidance. Jordan puts to practice that meaningful connections are the foundation for achieving long-term success and financial well-being.
Outside of her professional life, Jordan enjoys staying active and is an avid enthusiast of watersports. She also loves spending time with her husband, daughter, and Australian Shepherds.
Justin Arnold
CEPA
Justin is a Wealth Advisor at Fortis. He is responsible for helping business owners and executives navigate complex financial decisions, with a focus on long-term wealth preservation and growth. With a background in mortgage and private wealth management, Justin brings deep expertise in structuring financial solutions that align with clients personal and business goals.
Before joining Fortis, Justin spent 20 years as a mortgage broker, successfully guiding high-net-worth clients through intricate financing strategies. He later transitioned to wealth management, earning his CEPA designation to specialize in exit planning for business owners. His experience includes advising C-level executives on financial strategies and facilitating complex financial service deals.
Outside of work, Justin enjoys golfing, climbing, and spending time in the Pacific Northwest. He has summited Mount Rainier three times and is currently training for another ascent. He lives in the Madrona neighborhood with his wife and two children.
Paul Misleh
CFA, CPA
Paul is the CEO of Fortis. Paul's primary focus is to ensure that the Firm remains client focused at all times and helps them to meet their goals. He also oversees strategic planning and overall company direction.
Prior to Fortis, Paul spent nine years at Ernst & Young focusing on financial statement investigation and business valuation (auditing and financial due diligence for private equity firms). He graduated Summa Cum Laude from University of San Diego.
Paul is currently on the Board of Divine Alternatives for Dads and the University Kiwanis organization. In his free time, Paul loves to spend time with his wife and kids as well as read.
General Information |
Firm Start Year: | 2014 | |
No. of Employees: | 20-49 | |
automated call: | Yes |
Name of Custodial Firm: | Fidelity, Schwab |
States Licensed in: | Washington |
Number of Years with Current Firm: | 11 |
Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
Foreign Languages Serviced: | English |
Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management |
Services |
Investment Types: | Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
Can meet clients in the following ways: | Our Office, Phone, Email, Your Home, Video Conference |
Firm Information |
Firm's Number of Clients: | 400 |
Firm's Number of Planning Clients: | 400 |
Firm's Number of Managed Clients: | 400 |
Assets Managed by Firm: | $950,000,000 |
Advisor's Number of Clients: | 400 |
Advisor's Number of Managed Clients: | 400 |
Advisor's Number of Planning Clients: | 400 |
Assets Managed by Advisor: | $950,000,000 |
Compensation and Fees |
Fee Structure: | Fee-Only |
Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Compensation Methods: | Based on Assets |
Fee % Based on Assets: | 1% |
Minimum Fee Charged for Managed Accounts: | $5000 |
Minimum Fee Charged for Hourly Planning Accounts: | $5000 |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Additional Detailed Disclosures |
Disclaimer |
Fortis Capital Management LLC ("Fortis") DBA Fortis Financial Group is registered as an investment adviser with the Securities and Exchange Commission. Registered investment adviser does not imply a certain level of skill or training. Fortis may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding Fortis and Fortis' services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of Fortis' Form CRS providing information regarding Fortis' services, fees, and other important disclosure items is available on this website. Any opinions expressed on this site or in any Fortis-authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of Fortis. Unauthorized use of this site, or any of the material on this site without the permission of Fortis, is prohibited. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 7:00 AM - 5:00 PM |
Tue. | 7:00 AM - 5:00 PM |
Wed. | 7:00 AM - 5:00 PM |
Thu. | 8:00 AM - 5:00 PM |
Fri. | 8:00 AM - 5:00 PM |
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