Fortegic Information

At Fortegic, our mission is to make sure that we have prepared and educated our clients so they can make informed decisions regarding their financial well-being. We focus on the client relationship to be intentional and creative in our planning. Our team is skilled in many different areas of the financial industry and work together to create the most appropriate strategy to meet each and every client’s needs, wants, and goals for the future. We protect what is most important to you through careful planning and unique solutions. We are a Cincinnati-based independent financial firm with agency roots dating back to 1927. Current President and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a holistic, independent firm model.