About Us
Management Firm
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.
Since its humble beginnings, Fortis has grown into a trusted advisor, managing over $800 million in assets. Our team of experienced professionals takes a client-first approach, offering expert guidance and tailored solutions for lasting financial security.
Fortis Financial Group was born from a shared passion for finance and a vision to provide better, more holistic financial planning. Co-founders Mike Boroughs and Paul Misleh met in a physics class at the University of San Diego and quickly discovered a mutual drive to help individuals manage their wealth with purpose and clarity. After starting their careers at Ernst & Young, gaining experience in private equity and hedge funds, Mike and Paul envisioned a firm that would take a more comprehensive, client-centric approach to wealth management.
In 2014, they combined their expertise and launched Fortis Financial Group, with a commitment to offering a unified wealth strategy that covered everything from tax planning to estate management. In just four years the duo had $22 million in assets under management in 2018, and has since grown to over $800 million, serving high-net-worth individuals, business owners, and families across the Puget Sound region.
Along the way, Fortis has achieved key milestones, such as being recognized as a top advisor in Washington state by USA Today and receiving the Inc. 5000 award for being one of the fastest-growing firms in the country. Today, the firm is comprised of a talented team of certified financial planners (CFPs), certified public accountants (CPAs), and chartered financial analysts (CFAs), all working together to provide tailored, high-touch service and expert financial solutions to help clients achieve lasting success.
Promise
Approach Means to Us
Our commitment to building strong, lasting relationships with clients is at the heart of everything we do. We believe that true financial success is built over time, which is why we focus on long-term partnerships rather than short-term gains. Unlike commission-based advisors, our goal is to provide ongoing, comprehensive support that aligns with your evolving needs and aspirations.
From day one, we work closely with clients to understand their unique goals, challenges, and dreams. The Fortis team offers regular check-ins and detailed, personalized reviews to ensure you always feel confident in your financial plan. Whether it’s adjusting strategies to reflect life changes or exploring new opportunities, we remain actively involved throughout your financial journey. Our approach ensures that you not only reach your goals but also enjoy the peace of mind that comes from having a trusted, long-term partner by your side.
Financial Advisor?
Let us tell you more about our approach, and how we can be a part of your personal executive team.
