Travis Tracy (CFP®, EA)

Planning Specialties

I’m Travis, founder of Fortitude Financial Planning. I started this firm with a mission to empower tech professionals, entrepreneurs, and business owners, especially those navigating the complexities of equity compensation and advanced tax strategies. My goal is to provide you with the tools, knowledge, and encouragement you need to confidently take control of your financial journey.

I’m here to guide you forward, not to judge past choices, and to help you make informed decisions that align with your short- and long-term goals. Together, we’ll build a strategy that uses your wealth as a resource, allowing you to live the life you envision.

Originally from a small town in South Carolina, I graduated from Guilford College in Greensboro, NC, and now call the Raleigh-Durham area home. I live here with my wife, Shelby, our children, Peyton and Hayden, and our two dogs, Savannah and Bailey. With over a decade in the financial services industry, I bring extensive experience and a commitment to fee-only, transparent financial guidance.

As a Certified Financial Planner™ and Enrolled Agent authorized to represent taxpayers before the IRS, I’m well-equipped to handle complex financial needs. I’m also a notary public in North Carolina and am affiliated with the CFP Board, the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.