Broker Check

Your Financial Concierge

I am Richard A. Fischler, CPA, PFS and I have more than three decades of experience as a CPA and financial advisor. I help my clients and their families address the 8 biggest wealth management issues: investment management, cash flow and debt management, family risk management, retirement planning, education planning, estate planning, business planning, and special situations planning.

As an independent financial professional, I utilize my experience to address my clients’ needs in a holistic, multidisciplinary approach. I work with a select group of individuals and their families who are concerned about outliving their money and specialize in retirement income and tax efficient planning.

More than that, though, I specialize in helping my clients live freely and pursue the retirement of their dreams. I am proud of my outstanding level of service and I care about the relationships I build with my clients. I am unwilling to be competed with in terms of who will care more for your family.

I have built my firm from the ground up and over the past 20 years, I have defined my processes of working with clients on their tax and financial concerns. I encourage you to reach out today to learn more.

Client Centered

Without any conflicts of interest we put your needs first.

Learn more

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Helpful Content

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.