Why Clients Choose Us

Better than your bank.

We’re in it for you and your success is our success. Unlike your bank, we’re not beholden to bank rules, policies, compensation requirements, or limited investment options.

We promise transparent fees, dedicated, consistent high-quality service, and effective personalized wealth management.

Why Our Clients Choose Us & Stay with Us

  • Trust
  • Long-Term Relationships
  • Consistent Returns
  • Family Enterprise Advisor Specialization & Experience
  • Tax Mitigation & Insurance Protection Expertise

Successful business owners have specific financial needs and require exceptional planning and services. Fischer Financial Services utilizes decades of experience and knowledge to provide premier services to even the most dynamic and complicated businesses and families.

We are known for our Client Service Excellence and partner with like-minded professionals who are experts in their fields.

A major advantage Fischer Financial Services offers is a thorough understanding and key expertise in dealing with family enterprises that have unique and complex situations and need to choose the best transition pathway for long-term success.

“For over 15 years, Fischer Financial Services has helped us with our Financial Portfolio, Estate Insurance, and specific financial needs. Vern has always been a caring person, especially with the way the market is nowadays. He is always there to answer any financial questions that we may have no matter how big or small. We highly recommend him.”

– R&M Eng.