Your Financial Advisor and CEO.
Built for Business Owners Who Think Bigger.

Financial planning for high-income professionals and Latino business owners — nationwide, fully virtual.

A focused conversation about where you are, where you want to go, and what's standing in the way. No products. No pressure.

Schedule a Call

Manny Martinez MBA bilingual financial advisor Portland Oregon

37+ YEARS • MBA • BILINGUAL • NATIONWIDE VIRTUAL PRACTICE • FORTIS CAPITAL ADVISORS

Ready to step into your peak financial chapter?

Schedule Your Financial Road Map

The Three Pillars of Your Financial Success

We serve high-income professionals and Latino business owners who are serious about building something that lasts.

Comprehensive Planning

We coordinate your entire financial life — cash flow, investments, insurance, estate planning, and exit strategy — so nothing falls through the cracks.

Bilingual Excellence

We work in both English and Spanish so every conversation is clear.

Virtual Nationwide

All meetings are via Zoom — no commute, no waiting room, full access to a senior advisor from anywhere.

37+ YEARS OF EXPERIENCE • MBA • FULLY BILINGUAL • NATIONWIDE VIRTUAL PRACTICE • FORTIS CAPITAL ADVISORS •

Your Financial Advisor and CEO. Built for Business Owners Who Think Bigger.