Previously "Radcliff Financial Group," Old Fort Wealth Management, Inc. Old Fort remains in the unique position of continuing to earn and maintain client relationships the old-fashioned way—by being trustworthy. This approach to ethics, business, friendships and life is still the foundation upon which we service our clients today. We discovered that our independent nature and passion to truly know
and understand our client fit the model for a “full-service boutique financial services firm . . . aiming to offer more individualized services and tailor offerings to the needs of clients.”
This independence gives us the unique advantage of being able to cater to a limited number of individuals, families and businesses, and provide the full-service, personalized care and commitment that puts our client first. This approach to handling clients’ financial services has become more and more sought after as individuals and businesses realize the benefits of partnering with a financial services firm that is “boutique.”
At Old Fort, we define our responsibility and commitment as that of being your partner as you negotiate your journey toward your financial goals. Breathtaking and boundless, it’s a journey which starts with your first step and becomes more exciting and empowering with each additional step. It’s a journey that can lead you into the often mysterious world of finance in which you’ll find yourself better equipped to successfully navigate. Melanie Radcliff, CPA/PFS is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Old Fort Wealth Management, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Melanie Radcliff, CPA/PFS and/or Old Fort Wealth Management, Inc.; positive reviews of experiences with Melanie Radcliff, CPA/PFS and/or Old Fort Wealth Management, Inc. may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
