About Fortified Financial Group | Financial Planning Firm, CA

About Us

A Cornerstone For Your Financial Future

For more than 35 years, Fortified Financial Group has helped individuals and families navigate life’s financial complexities with clarity and care. What began as a retirement planning-focused practice has grown into a multi-generational financial planning and wealth management advisory firm. Our team now serves clients in Roseville, California and across the country with personalized planning strategies and long-standing relationships.   

Led by Mark Frederick and a close-knit team, our team takes pride in being independent, proactive, and deeply committed to doing what’s right. With every client, we bring goal-oriented planning, customized portfolio management, and a full-picture perspective—so your plan reflects not just the markets, but the life you’re building.

Plan With Purpose, Not Guesswork

Every plan and long-term relationship begins with your goals. Whether you're nearing retirement, caring for aging parents, or planning a legacy, we work backward from where you want to go—designing a personalized financial plan that reflects your priorities and adapts as life evolves.

A Custom Portfolio Built Around You

We actively manage your portfolio, adjusting as needed to layer in growth, protection, and income goals. This hands-on approach allows us to align investment decisions with your life stage, risk tolerance, and long-term objectives.

Our Foundational Values

These principles are the cornerstone of our independent financial planning firm. They shape how we serve, plan, communicate with, and support you at every turn.

Plan to Your Goals

We work backwards from where you want to go, building a plan that reflects your priorities, adapts with your life, and keeps you focused on what really matters.

Serve Without Bias

As independent advisors, our team provides objective guidance designed to pursue long-term results. Your success is our only mission.

Fit The Pieces Together

We look at your whole financial picture. From investments and income to taxes and estate plans, we help everything work together.

Customized Portfolios

We actively manage every portfolio, tailoring, reallocating and customizing as needed. We build inlayers of growth and protection tailored
to your goals.

Align All The Pieces Of Your Wealth

From taxes and investments to insurance and estate planning, we help make sense of it all. Our strength lies in connecting the dots—fitting the financial pieces together with intention so your wealth works in harmony toward your biggest goals and aspirations.

Rooted in Community, Driven by Relationships

For more than 35 years, Fortified Financial Group has been part of the Roseville community, building lasting relationships through trusted financial guidance and events like our client golf tournament. The tournament is one of the many ways we connect with the families we serve, combining our love of the game with our commitment to community.

Fun With Fortified

It’s Time To Fortify Your Life & Wealth

Let's Build My Plan

Let us help you develop a plan to grow your wealth and protect what matters—one that fits your life today and prepares you and your family for whatever life brings next.

Strategic Partnerships To Strengthen Our Service

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Who We Serve

Learn how we help clients like you build, grow, and protect their wealth. 

See How We Help

See how we structure your financial plans around your goals. 

Explore Our Approach

Contact Us

Let’s start build a plan to help you move you toward your goals.

Connect With Our Team