DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Indianapolis, IN 46240
317-204-4013
About Forta Wealth Partners
Forta Wealth Partners is an independent wealth advisory firm based in Indianapolis, Indiana. Founded in January 2026 by Will Turner, CFP®, Jon Shurtz, CFA, CFP®, and Taylor McDougal, CIMA®, CPFA®, the team previously operated as The Turner Group at Merrill Lynch Wealth Management and oversees approximately $900 million in client assets.
Forta provides comprehensive financial planning and investment management for families, business owners and institutions. For families, services include financial planning, investment management, liability analysis, tax strategies, estate planning, risk management, philanthropic strategies, multigenerational and education planning, professional integration and balance sheet aggregation. For business owners, Forta adds succession planning, corporate retirement plans and tax minimization. For endowments, foundations and other institutions, the firm offers investment management, investment policy statement services and corporate cash management. Clients include C-suite executives, business owners, multi-generational families, physicians, professional athletes, endowments and non-profit organizations in 26 states.
As an independent practice, Forta is not beholden to the products or influence of a parent company. Its three-step process - Discover & Decide, Project & Plan, Implement & Partner - is built on disciplined follow-through and trust-based guidance. Client assets are held with Goldman Sachs Custody Solutions.
See Disclosures
General Information
Firm Start Year
2026
No. of Employees
5-9
CRD#
137067
Firm CRD#
137068
Insurance License#
3134296
Name of Custodial Firm
Goldman Sachs Custody Solutions
Years of Experience in Financial Services
11
Number of Years with Current Firm
1
Work Experience
Forta Wealth Partners, Co-founder, Principal and Wealth Advisor, 2026 - Present Merrill Lynch Wealth Management, Financial Advisor, 2015 - 2026 4086 Advisors, Investment Analyst, 2013-2015
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning
Services
Investment Types
Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds
Can meet clients in the following ways
Our Office, Phone, Your Office, Your Home, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Life
Firm Information
Firm's Number of Clients
250
Firm's Number of Planning Clients
250
Firm's Number of Managed Clients
250
Assets Managed by Firm
$900,000,000
Advisor's Number of Clients
250
Advisor's Number of Managed Clients
250
Advisor's Number of Planning Clients
250
Total Assets Under Management by Advisor
$900,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelor of Science - Finance and Management Information Systems
Butler University
08/03/2008 -05/25/2012
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1894327/financialadvisor-Forta-Wealth-Partners-detailed-disclosure.html