Hi!

We are Dave & Lauren Fischer, a husband-and-wife team of Certified Financial Planners™, and we are passionate about providing individuals, families, and entrepreneurs with world-class financial planning services.

After spending the first 10 years of our marriage pursuing our individual career paths, we were having hypothetical “wouldn’t-it-be-fun-to work-together” conversations that became more meaningful as time went on.

On April 1, 2022, over a cup of coffee and an old-school legal pad, our fun hypothetical got real, and we hatched a plan. Within a few hours, our business partnership was born. Less than 3 years later, over many conversations, many more notepads, and a never-ending pursuit of doing what is best for our clients, Team Fischer Financial was born.

As fee-based advisors, we have one goal: to provide the highest-quality financial advice and wealth management that is best for you, our client. We truly view ourselves as part of your team, and we want to be your trusted source to guide your family through every financial milestone with the care and precision of a masterful coach crafting a dynasty that lasts.

As your go-to sounding board and problem-solving duo, we work tirelessly as part of your team to provide a holistic approach to financial planning - aligning wealth with values, embracing opportunities, and ensuring peace of mind across generations.

Let’s have a cup of coffee and see how we can help you reach your financial goals. We’ll bring the legal pad.

- Dave & Lauren