Oster & Fischer works with successful individuals, families, business owners, and corporate executives seeking comprehensive financial planning and personalized wealth management.

Many of our clients are current or former senior executives of Fortune 500 companies. Over the past three decades, we have developed extensive experience helping employees of The Coca-Cola Company, T-Mobile and Southern Company navigate the complexities of executive compensation, employer retirement plans, stock-based compensation, deferred compensation, and employee benefits.

For many clients, our relationship begins several years before retirement. This allows us to thoughtfully prepare for one of life's most significant transitions by developing tax-efficient retirement income strategies, coordinating investment and estate planning decisions, and creating a financial roadmap designed to provide lasting financial independence.

Every client relationship begins with a comprehensive financial plan. We believe financial planning should stand on its own, which is why our planning services are offered on a fixed-fee basis and are not contingent upon engaging us for investment management. This planning-first approach allows us to provide objective recommendations tailored to your goals, regardless of where your assets are held.

While our investment management services are generally designed for clients with at least $1.5 million of investable assets, many of the families we serve have significantly greater levels of wealth. By intentionally limiting the number of client relationships we accept, we are able to provide the highly personalized advice, responsiveness, and long-term partnership that define our practice.