Travis Tracy
CFP®, EA
Fortitude Financial Planning
Founder | Financial Planner
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Founder | Financial Planner
As a fee-only financial planner, my passion is those with equity compensation, advanced tax planning needs, and business owners by offering unbiased financial advice to help them take control of their finances to achieve their life goals. - Travis Tracy, CFP®, EA
Take control of your finances with a fee-only financial planner located in Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country
Travis Tracy is a fee-only financial planner located in Raleigh, NC, serving the Raleigh-Durham area and the Charlotte region. Fortitude Financial Planning can work with clients anywhere. Fortitude Financial Planning provides comprehensive financial planning, investment management, and project-based services to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Travis Tracy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I’m Travis Tracy! I created this firm to help those with equity compensation, advanced tax planning needs, and business owners build the courage to take control of their finances and to assist with making the best financial decisions to reach their goals. My job is not to pass judgment on any past decisions but to educate and encourage going forward. I want to help clients use their wealth as a tool to achieve their short-term and long-term goals, so they can live the life they want.
I’m from a small town in South Carolina, and I graduated from Guilford College in Greensboro, NC. I currently live and work in the Raleigh-Durham area, with my wife, Shelby, our kids, Peyton and Hayden and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.
I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.
Travis Tracy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fortitude Financial Planning, LLC is a registered investment advisory firm providing financial planning, investment management, and project-based services to those with equity compensation, complicated tax planning needs, and business owners.
Fortitude Financial Planning was created to help those with equity compensation, complicated tax planning needs, and business owners build the courage to take control of their finances through sound advice from a fiduciary financial advisor. Fortitude H.E.E.D.S. the goals and needs of its clients to bring them quality comprehensive financial advice.
FORTITUDE FINANCIAL PLANNING CORE VALUES:
Honesty
Being honest and open with our financial advice to our clients. Proving to them that they can believe in the advice they are receiving because they are receiving it from someone that truly cares about them and how well they succeed in life.
Education
Educating our clients and ourselves by staying current on industry information, planning strategies, and technology to assist with our clients’ needs and to provide high-quality financial advice to them.
Encouragement
Encouraging our clients that what they have done up to this point is not bad or wrong; however, there may be a better way of moving forward, and we will help guide them.
Dedication
Dedication to our clients and helping them to achieve any short-term or long-term goals they have or any problem they need to solve.
Simplify
Helping to simplify our clients’ financial lives by building the courage to take control of their finances and providing them with the solutions to do so.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Employee Stock Options
- Tax Planning
- Cash flow / Budgeting
- Debt Management
- College Education Planning
- Insurance Reviews
- Comprehensive Financial Planning
- Investment Management
Ideal Clients
- Young Professionals
- Tech Employees
- Growing Families
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Travis Tracy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Travis Tracy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Travis Tracy is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Travis Tracy is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Travis Tracy is Quoted on NerdWallet.com: "What 6 Money Pros Wish They’d Known About Credit Cards"
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Travis Tracy is Quoted in The Balance: "Can I Use a Personal Loan to Pay Off My Student Loans?"
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Travis Tracy is Quoted on grow by Acorns: "Follow 3 money rules to avoid ‘driving yourself into debt’ over the holidays, experts say"
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Travis Tracy is Quoted on Next Advisor: "Here’s What You Should Know Before Refinancing a Home Equity Loan"
Contact Travis Tracy
Office Locations:
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By Appointment Only
Raleigh, NC 27627
