919-272-6848

Take the next step toward your

IDEAL RETIREMENT

Create a financial strategy today to get you through tomorrow.

Give Bob a Call Today 919-272-6848

Our first priority is helping you meet your

FINANCIAL NEEDS

The ways we meet your financial needs

PRODUCTS & SERVICES

RETIREMENT

ANNUITIES

LIFE INSURANCE

Meet

FORTEM ADVISORS

RICHARD P. BURCHILL CPA, CHSNC®

Co-Founder & Director of Advanced Planning

Rich Burchill is a principal and co-founder of Fortem Advisors and serves as the firm’s Director of Advanced Planning.  He earned his undergraduate degree in Accounting from St. John Fisher College, and his MBA in Financial Planning from Cal Lutheran University.

ROBERT SHIGLEY, CLU, CHFC, RFC

Co-Founder & Director of Client Relations

Guided by formal professional training and more than 30 years of financial services experience, Robert Shigley specializes in designing wealth strategies to help clients achieve their financial dreams. He is experienced in business planning and personal financial and estate planning.

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Raleigh NC Office
Fortem Advisors, LLC

4801 Glenwood Ave, Ste 200,

Raleigh, NC 27612

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THE NEXT STEP?

For more information about any of the products and services listed here, schedule a meeting today!

Or give us a call at 919-272-6848