Trusted Retirement & Financial Planning Experts
Helping You Plan · Preserve · Prosper
Work With The Best
Our lead retirement planner, Roger Fishel, combines deep expertise with unwavering ethical standards to guide your financial future. Drawing on decades of experience leading top advisory teams, we understand the unique challenges retirees face. Our mission is simple yet powerful: to help you Plan, Preserve, and Prosper. We guide individuals and families through every stage of retirement and wealth planning with clarity, care, and forward-thinking strategy. By creating personalized, tax-efficient plans, we work to protect what you’ve built, reduce uncertainty, and empower you to enjoy the life you’ve earned — today and for the future.
Roger Fishel
Founder, Retirement Planner
From the Boardroom to the Kitchen Table: My Journey to Helping You.
I believe that financial advice is only as good as the relationship behind it. While my career has taken me from the docks of Annapolis to the executive offices of a Fortune 500 company, my true passion has always been simple: sitting down face-to-face with people and helping them build a future they’re excited about.
Maryland Roots, National Experience
I started my first business right out of high school my freshman year at University of Maryland. That “move-the-boxes” work ethic stayed with me as I spent 20 years building financial advisory offices up and down the East Coast.
In 2017, my career brought me to Tampa, Florida, where I led a major regional office. But after two decades of hiring and training others to give advice, I realized something was missing. I missed the direct impact of working with clients. I missed the “lightbulb moments” when a plan finally clicks.
A Personal Approach to Financial Empowerment
In 2021, I made the choice to step away from the corporate grind and get back to what matters. Today, I use my 20+ years of institutional knowledge to provide unbiased, lifetime financial advice directly to you. No corporate scripts—just honest strategy and a commitment to showing you what’s possible.
Life Beyond the Numbers
When I’m not digging into client strategies, you’ll likely find me on the water—boating or jet skiing—or keeping my competitive edge on the basketball court. And while I’ve embraced the Florida lifestyle, my heart still beats for the Baltimore Ravens (especially when they’re beating the Steelers).
What Makes Us Different
We take pride in setting ourselves apart from conventional advisors.
With decades of experience in the financial industry, our team of seasoned professionals understands that financial planning is not a one-size-fits-all process.
Our commitment to transparency, integrity, and client-focused service sets us apart. We believe that trust is the foundation of every successful client relationship, and we work tirelessly as a team to ensure that our clients feel supported every step of the way.
Whether you’re planning for your future, growing your wealth, or securing your legacy, Roger Fishel Financial is here to guide you with advice and a steadfast commitment to your financial success.
Independence
As an independent firm, we have no affiliations with banks, brokerages, or insurance companies. This independence empowers us to provide unbiased and comprehensive advice, free from any external pressures.
Social Security Expertice
We understand the rules and claiming options to help you maximize your Social Security benefits in retirement
Retirement Specialists
We focus on retirement planning, bringing expertise to help you turn your savings into reliable, lifelong income
Education Focused Wealth Guidance
We teach before we advise, so you fully understand every retirement income strategy and planning decision.
Local & Virtual Retirement Planning Access
Flexible options to make retirement planning simple and accessible anywhere. Meet in-person or online.
LETS BUILD YOUR FINANCIAL FUTURE TOGETHER
Ready to take control of your financial future?
Contact us to schedule a visit and learn how we can help you reach your goals with a customized financial plan. Let us help you navigate the complexities of your financial world, so you can focus on what matters most.