Dedicated to Your
Financial Well-Being
Every financial decision, no matter how big or small, has implications. At Fierston Financial Group, we help our clients understand and weigh each one; helping them make financial decisions to make life better.
Taking care of people, not just their money.
We don’t give advice in a vacuum. We look at our clients’ entire lives—goals and objectives, needs, commitments, and concerns—and work to design a strategy which reduces life’s financial stress.
Recent News
Read the latest updates about our firm, our community involvement and our team’s perspectives
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Attitude of Gratitude
As we reflect on the previous year, we can’t help but feel thankful. Here are 7…
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Changes to the Tax Landscape
Enacted in 2017, the Tax Cuts and Jobs Act (TCJA) significantly increased the unified lifetime estate…
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Conflicting Currents
As we begin 2025, we want to note the performance of the S&P 500 over the…
Right-Sized Firm
We provide clients the ideal balance between big and small, striving to provide sophisticated planning and advisory services with an extraordinary level of individual attention.
SMALL ENOUGH
Our approach relies on a deep understanding of our clients’ goals and objectives. We are selective about our continued growth in order to offer each client the high level of individual service that success requires.
LARGE ENOUGH
We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have sophisticated portfolio management and rebalancing software, investment research, and financial planning analysis tools.
What We Believe
Aligned interests. Financial flexibility. Disciplined management. Shared knowledge. These principles define our firm, guide how we act, and provide a context to deliver long-term financial planning.
