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  • “Good fortune is what happens when opportunity meets with planning.” Thomas Edison

    Our advisors are Certified Financial Plannerstm, and will work with you closely to determine the appropriate actions based on your unique situation.

     

  • “The definition of insanity is doing the same thing over and over and expecting different results” – Benjamin Franklin

    If you’re frustrated by your past experiences with investments or advisors, and are ready for a new approach, we’d love to talk with you about our approach.

     

  • Investment returns and investor returns are two different things.

    We work with you to bridge the gap.

     

Why Us?

We founded Fort Henry Capital as an alternative to the traditional industry firm. We believe in working directly with our clients, in providing best in class services while controlling high fees, and acting as your trusted resource to navigate the unnecessarily complex financial waters. 

 

About Us

We are an investment management and financial planning firm. Everything we do, is done in a way to align our interests with yours. Although we are located in Wheeling, WV, we currently work with clients in over 10 states across the country. 

 

Our Philosophy

We believe that the financial services industry has done a poor job helping investors understand what truly matters. We work closely with you to help you tune out the noise, and focus on what truly matters to your financial future.

 

Our Process

Our advisors work directly with you and your family on a proactive, ongoing basis, to help you achieve financial success. Acting as your Financial Advisor is our only business, and we’ve dedicated our careers to helping you and your family achieve your goals.

OUR SERVICES

Wall Street firms, the financial media, and many in the financial services industry work to convince you that you must watch the markets every day, and rely on their advice and timing to be successful. Thankfully, that simply isn’t true. Here are each of the areas we work with you to make your financial life successful:

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Our Team

Learn more about our team.

Russell Dunkin

Financial Advisor

Jeremy Lowe

Financial Advisor

Tara Musilli

Operations Assistant

Resources

We have the resources to keep you informed.

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