Who We Are

We are a Cincinnati-based independent financial firm that brings a team approach to financial planning that prioritizes your wants and needs. Our agency roots date back to 1927, working closely with Ohio National Financial Services starting in the Insurance industry. Current president and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a wholistic, independent firm model. We now have an unlimited partnership capability to work with some of the best financial companies in the industry.

Whether you are starting out or ready to retire, we can customize a financial strategy to help protect what you have built or lay the foundation for your financial future.

Our Mission

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 of financial professionals are skilled in many different areas of the financial industry and works together to create the most appropriate strategy to help meet each and every client’s needs, wants, and goals for their future. We protect what is most important to you through careful planning and unique strategies.

For Family. For Business. For You.