919-272-6848

Real. Simple. Finance.

FORTEM ADVISORS

Fortem advisors a is group of fiduciary experts dedicated to taking the fear out of financial planning. Using down-to-earth language, expert knowledge, and the latest software, we turn complex dollars and cents into a simplified, carefully constructed visual representation of your future financial opportunities.

Whether you’re planning for college, buying a home or planning to retire, we’re there to make sure you understand every step of the way. We believe financial security should be a joy that anyone can comprehend and everyone can experience. That’s why we make numbers personal, so you don’t have to.

Meet the professionals who can help you

PURSUE YOUR GOALS

The team behind Fortem Advisors, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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.

Rich specializes in the areas of retirement income distribution strategies, tax advantaged investing, and exit planning for business owners. As a Chartered Special Needs Consultant, he works with families to develop plans for their loved ones with special needs.

In addition to his CPA license, he holds the Internal Revenue Service’s Enrolled Agent credential. In working with business owners, Rich often focuses on business valuation, and is Accredited in Business Valuation by the American Institute of Certified Public Accountants (AICPA).  He also holds the Certified Valuation Analyst credential from the National Association of Certified Valuators and Analysts (NACVA).

Rich and his wife Monica live in Raleigh with their son, Reid and their puggle, Jesse.

ROBERT SHIGLEY, CLU, CHFC, RFC

Co-Founder & Director of Client Relations

Bob has served in the financial services industry since 1986.  A Nebraska native, Bob received a Bachelor of Science Degree from the University of Nebraska in 1977.  He entered the United States Navy upon graduation where he served as a United States Naval Officer.

Bob earned his Chartered Life Underwriters and Chartered Financial Consultant professional designations from the American College and the Registered Financial Consultant professional designation from the International Association of Registered Financial Consultants.

Bob co-founded Fortem Advisors, LLC.  He also serves as the Director of Client Relations for Fortem Advisors and focuses on attracting new clients to the firm in addition to his financial planning practice.

Guided by formal training and over 30 years of financial services experience, Bob specializes in designing wealth strategies to help his clients achieve their financial goals and most importantly – their financial dreams.  His expertise includes the areas of Business Planning and Personal Financial Planning.

Bob is married to his wife Rebecca who is the Chief Operating Officer of the Independent Insurance Agents Association of North Carolina.  They have resided in Cary, NC with their two children, Grace and Connor for over 17 years. Bob and Rebecca enjoy weekends traveling in their motorhome and spending time with their children.  

Ready to take

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