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  • Fee-Only Investment Advisor

    Fee-Only Investment Advisor

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  • Custom Investment Plans

    Custom Investment Plans

  • Comprehensive Financial Planning

    Comprehensive Financial Planning

    Investment Management
  • …and never too busy for my clients!

    …and never too busy for my clients!

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Fee Only Financial Advisor

Welcome to Fischer Investment Strategies (FIS), where you will enjoy the benefits of working with an experienced fee-only CFP® who utilizes a customized, client-centered approach to wealth management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect. 

Whether you are seeking expert counsel on retirement planning, investment management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters.  We will assist you in securing opportunities often unattainable when attempting to negotiate today’s challenging financial environment on your own.   We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.

FIS Professional Financial Advisor Services

  • Fee-Only Investment Advisor
  • Customized Financial Plans
  • Portfolio Rebalancing and Tax Efficiency
  • Dimensional Fund Advisors (DFA):  No-Load, Evidence-Based Mutual Funds
  • Non-Markup Personalized Bond Portfolios
  • Investment philosophy based on the Nobel Prize-winning Modern Portfolio Theory of Eugene Fama 

From our Westlake Village, CA office we serve clients in the surrounding communities of Thousand Oaks, Agoura, and the Los Angeles area.

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