Financial Advisor: Heather Fortner

Heather Robertson Fortner, MS, IACCP®

Chair, Chief Executive Officer

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404 253 7693

My NET WORTHWHILE™ is helping people find their Net Worthwhile.

As CEO of SignatureFD, Heather leverages her unique ability to connect people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences. Previously serving as COO, CCO and President of SignatureFD, Heather has held strategic oversight for every aspect of the organization, which has more than $6 billion in assets under management. Along the way, Heather learned two key things that fuel how SignatureFD serves its team members and clients: 1) people need a purpose in life, and 2) people need a purpose for their wealth. These beliefs are the cornerstone of SignatureFD’s client promise, Net Worthwhile™, which is the idea that your wealth is only valuable to the extent that it helps you live a life you truly want. As CEO, Heather leverages her Master of Science in Professional Counseling to truly listen – to the SignatureFD team, clients, and the industry – to realize the organization’s vision and mission to impact the lives of 10,000 families with Net Worthwhile. She is a highly sought-after speaker on the ever-changing landscape of wealth management, and she regularly contributes content on DEI and leadership to In 2021, she was awarded CEO of the Year by Wealth Management Magazine, and in 2022, she was awarded Most Admired CEO by the Atlanta Business Chronicle.

Prior to joining SignatureFD in February of 2003, Heather was the senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate.

Heather holds a Bachelor of Finance from Kennesaw State University, a Master of Science in professional counseling from Georgia State University, and is an Investment Adviser Certified Compliance Professional®. Additionally, she is a graduate of the Schwab Executive Leadership program and the G2 Institute.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.