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Matthew Allyn Joyner

Fortis Capital Advisors, LLC

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About Matthew Allyn Joyner

Matthew Joyner is a Certified Financial Planner™ professional with over 7 years of experience in the financial services industry. Matthew currently works with Fortis Capital Advisors, LLC, a firm based in Prairie Village, KS. Matthew is a Series 65 licensed Investment Advisor Representative in Oregon, with registration effective March 30, 2023. Matthew specializes in working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Matthew's primary focus is on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals.

Firm Information

Matthew Joyner is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Joyner’s Registration & Firm History

OR

03/30/2023 - Present

Fortis Capital Advisors, LLC (Portland OR)

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Licenses & Designations

IA

Issued 10/15/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Allyn Joyner.
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