About Roberts, Ring & Fischer Wealth Management, Inc.

Our Purpose

We are here to bring clarity and confidence to your financial life.  For over 30 years, our innovative, personalized service has earned us an excellent reputation in our industry.  We assist our clients in all areas of investment and wealth management, including the coordination of retirement planning, tax planning and estate planning.

Our Commitment

A primary reason for our success over the years is the quality of relationship we have with our clients. We are accessible.  We are proactive.  We take the time to listen.  We are committed to keeping in continuous communication with our clients and working to give them an excellent understanding of their financial picture.

Our Incentive

We employ an incentive driven compensation structure that is fee based, rather than transaction or commission based.  This aligns our goals with those of our clients because it correlates our income directly with their account values. A fee based approach also allows us to focus our on time providing service to our existing clients, rather than generating new sales.

Independence and Objectivity

To ensure a foundation of objective advice and independent research, since 1982 we as advisors have chosen to partner with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. Since 1982, LPL Financial has provided us with investment research that is not clouded by investment banking relationships or incentive based proprietary investment products.  In addition, they provide us with some of the industry's most cutting edge technology.

Roberts, Ring & Fischer Wealth Management, Inc. is proud to be in the top 5% production level of all LPL Financial branch offices across the country.

Preserving Quality Service

In order to preserve the quality of service for our existing clients, we are only accepting new clients on a limited basis.  In most circumstances, we have an account opening minimum of $250,000 of investable assets per family.  We seek to work with people who are interested in a long-term relationship that encompasses their overall financial plan.

Thank you for taking the time to get to know us.  We love what we do and look forward to helping you pursue your financial goals.

* As reported in Financial Planning magazine 1996-2020, based on total revenues.