Glenn Fischer - Financial Advisor in Alexandria, VA | WiserAdvisor.com

We are a small boutique firm designed to solve problems. We make your life easier.
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Fischer Wealth Advisors (FWA)

Do you have a question of a financial nature that has stumped other advisors. Ask Glenn. Odds are if it is doable we will have a methodology to help.

When it comes to retirement planning we help people decide how to position their assets to support the retirement lifestyle they need.

We handle all aspects of 401k rollovers and Net Realized appreciation (NUA) of company stock in retirement plans.

We can handle all aspects of insurance planning from life insurance and annuities to property and casualty issues.

We provide access to most major insurance companies that provide annuities.

We use a wide variety of tax planning tools. We have the ability to do 1031 exchanges, capital gain rollovers into Opportunity zone funds. As well as traditional tax loss harvesting and planned sales to reduce tax burdens.

We have a unique cash management platform for cash holdings of $250,000 or more. Our system provides up to $25 million in FDIC protection per tax ID and is currently paying nearly 20 times more than most national brokerage deposits.

We understand many aspects of financial planning from taking a business public to selling a business. We also help owners plan out how to separate real estate assets and business operations.

We provide a full suite of financial planning using the latest and best software and strategies on the market.

We utilizes the top money managers in the World. We have relationships with 10,000+ portfolio managers. If you need someone we probably have access.

We work with CPA and Estate Attorneys to help clients work thought estate issues and trick trust problems.

Can use all sorts of traditional and innovative approaches to education funding. We use established 529 plans. We also use unusual strategies like purchasing a rental property and converting it into a tuition payment when the time comes.

We provide a full suite of Investment management services and Advise at reasonable rates.

Paladin Research Report For:

Glenn Fischer

Fischer Wealth Advisors (FWA)

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