Fischer Financial Services, Inc.
Fischer Financial Services, Inc. is an independent registered investment advisory (RIA) firm based in Harrisburg, Pennsylvania. Founded in 1988, it provides financial planning and investment management services to 588 clients with a focus on individuals and families. The firm employs 2 licensed advisors and manages $564.6 million in assets. Fischer Financial Services offers services such as investment planning, tax planning, estate planning, retirement planning, and life-based event planning, serving clients in multiple states across the U.S. They act as fiduciaries and prioritize client best interests in all dealings.
Investment Strategy
Fischer Financial Services operates as an independent fee-based advisory firm, focusing on comprehensive financial planning and investment management tailored to individual client needs. The firm emphasizes a fiduciary approach, ensuring recommendations are made in the client’s best interest. Their philosophy centers on holistic planning—integrating investment portfolios with tax, estate, retirement, and other personal goals. Portfolio construction typically utilizes a mix of stocks, ETFs, mutual funds, and bonds, aiming for long-term growth while adjusting for client risk tolerance, timeline, and objectives.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 8.63% | $32.1M | 401,008 | $78.31 | $79.93 | +$572.5K |
A AAPL | APPLE INC | 8.57% | $31.8M | 125,068 | $250.22 | $254.63 | +$5.7M |
I IWY | ISHARES TR | 6.14% | $22.8M | 83,282 | $234.73 | $273.65 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 5.36% | $19.9M | 106,632 | $134.33 | $186.58 | +$3.0M |
M MSFT | MICROSOFT CORP | 5.18% | $19.2M | 37,145 | $420.62 | $517.95 | +$661.5K |