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Profile
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Began financial services career in 1990 after graduating with a BBA in Finance from Georgia State Unversity. |
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Obtained the Chartered Financial Consultant (ChFC) Designation from the American College and the Certified Fund Specialist (CFS) from the Institute of Business and Finance |
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Founded Oster & Fischer, LLC with Amanda Fischer in 1999 and joined Independent Broker Dealer Securities America in 2003 after working with Allmerica Financial for 13 years |
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Our focus is financial planning and investment management. We act in the capacity of an advocate for our clients regarding their finances. |
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Four-time recipient of the Five Star Wealth Manager award (2008, 2009, 2010, 2011) |
Our mission is to provide proactive wealth management that helps our clients focus on what they value most in life instead of worrying about their finances.
We believe this should be accomplished with open and honest communication, superior service, and the constant development and understanding of our clients' goals. The soul of our practice is the passion that we have for helping our clients work toward their personal financial goals.
We founded Oster & Fischer with one goal: to be financial advocates for our clients. Our services are designed to help our clients accomplish their financial goals, from Amanda developing custom financial plans to Stephan implementing those plans with professional investment managers. Because we accept new clients by referral only, we can devote our time and resources to providing high level service to our existing clients rather than on finding new clients
Being independent financial advisors allows us to make financial planning and investment management recommendations that are in your best interest, without pressure from a parent company to sell its proprietary products. If you are seeking a high touch, high service partner with resources that rival a Wall Street firm, then we might be a good match.
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Areas of Focus
| | | Investments |
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Securities offered through Securities America, Inc., Member FINRA / SIPC - Stephan Oster and Amanda Fischer, Registered Representatives. • Advisory Services offered through Securities America Advisors, Inc., Stephan Oster and Amanda Fischer, Financial Planners. • Oster & Fischer, LLC and the Securities America companies are unaffiliated. Securities Licensed in GA, NC, FL, CA, LA, TX, PA, IN. Insurance Licensed in GA, FL, NC, TX.
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 68,500 consumers) and registered financial services representatives (over 7,500 financial services professionals) to evaluate the approximately 21,000 wealth managers in the Atlanta area (includes the cities of Barton, Carroll, Cherokee, Clarke, Clayton, Cobb, Coweta, Dekalb, Douglas, Fayette, Floyd, Forsyth, Fulton, Gwinnett, Hall, Henry, Jackson, Newton, and Rockdale; and Walton county in the state of Georgia). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Atlanta area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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