What matters most is
peace of mind
Our most successful relationships start with a match between our approach and our clients' goals and objectives and flourish when our independent, unbiased counsel is sought on all financial matters, large and small. After all, it’s not just the money, but the lifestyle it provides.
Right-sized firm
We believe that we provide clients the ideal balance between big and small, providing sophisticated planning and advisory services with an extraordinary level of individual attention.
Our Team
David Fierston, CPA
Founder
Seth Fierston, CPA, CFP®
Co-President
Brian Fierston, CFP®
Co-President
Heidi Garrity
Director of Operations
Camille Blomdahl
Director of Client Service
Will Fierston
Client Relationship Specialist
Sean Moyer
Investment Operations Analyst
Max Asnes
Client Service Specialist
We are proud of the quality of the team we have built at Fierston Financial. The principals and senior staff average over 20 years of experience in serving clients with their investment and financial planning needs.
David Fierston — Founder
Who we are
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.