What matters most is peace of mind
Fierston Financial Group was founded in 1989 on a simple philosophy—by developing a sound investment plan and staying focused on it, an investor can develop a net worth that will stand the test of time. Our approach, results, and high level of individual attention have allowed us to grow substantially as we serve select groups of individuals and organizations. We have remained independent, family-owned and operated since our founding, and as of December 31, 2023, the firm has $835,866,547 in regulatory assets under management for 321 advisory relationships.
A Committed Team
Over the years, we have built a seasoned team, driven by a shared purpose of empowering our clients to embrace meaningful opportunities in life feeling confident, safe, and cared for.
Our Principles
With so many options for investing, it is crucial to align your strategy with your overall financial objectives. And, when working with a financial advisor, it is equally important to assess whether your philosophies and priorities are a good match. Keeping the following principles at the forefront of our work, allows us to do what is best for our clients.
I Aligned Interests
We are fee-only wealth managers, receiving no compensation based on product sales
Our fiduciary responsibility is to our clients; we are legally required to act in their best interest
We invest alongside our clients as do our portfolio managers
II Financial Flexibility
We strive to develop financial plans which can be adapted to changes in client goals and objectives
The investments we make don’t lock our clients in, allowing us to respond to life’s changes
We focus on helping to create a simplified financial life for our clients
III Disciplined Management
Emotions can lead investors astray
Perseverance yields better results over time
We emphasize consistent asset allocations regardless of market conditions
IV Shared Knowledge
We believe knowledgeable clients are the best clients
We work to create an atmosphere where any question can be asked
We share details of our thought process, not just the decision
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…
