Tony Bails CPA, CFP®
Founder and Lead Advisor
As your personal Advisor, I provide holistic, integrated advice that encompasses investments, taxes, insurance, and legacy planning. My passion lies in solving problems and helping clients channel their resources towards what truly matters to them.
My journey began in Elkhart, Indiana, where I learned the value of hard work and the sacrifices small business owners make. Growing up, I spent countless evenings and weekends washing dishes, bussing tables, and even working the grill alongside my dad at the family restaurant. When I was just 12, my father's passing left my mother with three children and a business to run, teaching me firsthand the impact of losing a breadwinner.
This personal history fuels my commitment to helping successful individuals and small business owners not only plan for life’s uncertainties but also maximize their most valuable resource: time. Over nearly three decades, I’ve had the privilege of guiding hundreds of families to build wealth, retire comfortably, and navigate life’s unpredictable twists and turns. I love what I do because it’s about more than numbers—it’s about empowering people to live life on their terms.
At Fortified Wealth, we believe time is the only resource you spend without knowing your balance. That’s why we’ve built our firm to help you maximize yours. By aligning your resources with your values, we deliver clear, actionable advice that we believe moves the needle toward your long-term goals.
Outside of work, I’m all about family. My wife Lisa, my high school sweetheart since 1984, is my rock. Together, we’ve raised two amazing children, Mason and Maddy, and now get to spoil our grandchildren—Jackson, Jayce, and Vienna. Known as the class clown, I bring humor and positivity into everything I do and love working with upbeat, like-minded individuals.