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.
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Roger Fishel
Founder, Retirement Planner
A true renaissance man, Roger paid his dues in the entrepreneurial world moving boxes, opening his first business fresh out of high school. He is making strides as a businessman, financial advisor, and mentor. With his deeply embedded roots in entrepreneurship, Roger is a fierce advocate for personal development and financial empowerment through unbiased lifetime financial advice. He mentors others to invoke new ideas in order to inspire them to dream and create change in their lives. Roger’s perspective is that hard work, having the right mentor and living a balanced life is paramount to success, and he is deeply committed to giving people a picture of what is possible. When he’s not involved in mentoring and working with advisors on client strategies, Roger loves boating, jet skiing, playing basketball, and watching his beloved Baltimore Raven’s beat 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.