Five Star award winners Stephan Oster & Amanda Fischer

PROFESSIONAL PROFILE

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Stephan Oster & Amanda Fischer

Financial Planners

Oster & Fischer, LLC

3005 Royal Blvd. S. Suite 130

Alpharetta, GA 30022

Office: 770-753-9880

stephan@oster-fischer.com, amanda@oster-fischer.com
www.oster-fischer.com

Our Commitment

We founded Oster & Fischer with one purpose: to serve as trusted financial advocates for our clients.

Every relationship begins with understanding your goals and creating a personalized strategy to help you achieve them. Amanda develops comprehensive financial plans tailored to each client's unique circumstances, while Stephan implements those strategies through collaboration and coordination with our dedicated investment managers. Together, we provide an integrated approach designed to help clients build, preserve, and enjoy their wealth with confidence.

Because we accept new clients by referral only, our focus remains where it belongs—on delivering exceptional service and personalized attention to the families we already serve, rather than spending our time pursuing new business.

As Independent Financial Advisors, we are free to provide objective financial planning and investment recommendations based solely on what is in your best interest. We are not influenced by a parent company or proprietary products, allowing us to offer unbiased guidance and access to a broad range of investment solutions.

If you're looking for a boutique financial firm that combines highly personalized service with the sophisticated resources and capabilities of a large Wall Street firm, we may be the right fit.

We invite you to explore our website, speak with the clients who have referred you to us, and contact us to schedule an introductory conversation.

Stephan Oster, CFS, ChFC

Financial Planner

Phone: 770-753-9880

As Director of Investment Strategy at Oster & Fischer, Stephan works closely with Amanda and each client to develop and implement personalized investment strategies tailored to their unique financial goals, risk tolerance, and long-term objectives. With more than 35 years of experience as a Financial Advisor and Investment Advisor, he combines extensive industry knowledge with a lifelong passion for economics, financial planning, and the capital markets.

Stephan began his career in the financial services industry in 1990. Before co-founding Oster & Fischer, he spent 12 years with Veravest Investments, Inc., where he applied his Finance degree from Georgia State University to help individuals and families navigate the financial planning process. In 2003, he affiliated with Securities America and, in 2026, transitioned to Cambridge Investment Research to continue providing independent, client-focused wealth management services.

Committed to lifelong learning and professional excellence, Stephan earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and the Certified Fund Specialist® (CFS®) designation. He remains actively engaged in the ever-changing investment landscape by attending industry conferences, advanced educational workshops, and quarterly economic and market outlook presentations from leading firms such as First Trust, J.P. Morgan Asset Management, and other respected investment research organizations.

Outside the office, Stephan and his wife, Deanna, reside in Peachtree Corners, Georgia, and enjoy spending time aboard their boat in Charleston, South Carolina. They are proud parents of two adult children. Their son, Max, serves in the U.S. Army Cyber Corps, and their daughter, Olivia, is a fourth-grade teacher at Peachtree Elementary School. In his free time, Stephan enjoys traveling, cooking, saltwater fishing, and creating lasting memories with family and friends.

Amanda Fischer, CFS

Financial Planner

Phone: 770-753-9880

As the Director of Strategic Financial Planning for Oster & Fischer, Amanda works directly with clients to get to know their entire financial, family and work situation to develop a solid Financial Plan. She also educates clients on the variables that influence the outcome of their plan and empowers them to make the best financial decisions possible.

Amanda Fischer has been in the financial services industry since 1997. Prior to becoming a Financial Planner, Amanda worked for a national employee benefits company where she designed and implemented benefit plans for large companies. She conducted educational meetings for companies throughout the Metro Atlanta Area and counseled employees on their benefit options. These experiences lead Amanda to the decision to pursue a career that would allow her to work with individuals in pursuit of their financial goals. She specializes in Financial Planning, Risk Management, Employee Benefits, College Funding and Investment Strategies.

Amanda received her bachelor’s degree from the University of Georgia where she majored in Risk Management and Insurance. Amanda has also earned the Certified Fund Specialist (CFS) designation from the Institute of Business and Finance in La Jolla, CA.

Amanda has a passion for educating and empowering individuals towards becoming financially independent. Amanda’s number one priority is family and she understands the importance of maintaining balance in life. She advocates for her clients to save at the appropriate levels so they can work hard and play hard during their careers while also saving for the future. Amanda resides in Roswell and enjoys spending time with her family. Most of her free time is spent with her husband and her son, traveling and spending time on the lake. Amanda enjoys entertaining, boating, and traveling.

Heather Cooper

Business Operations & Finance Manager

Phone: 770-753-9880

As the Client Service Manager, Heather is an essential team member that provides exceptional service to our clients. Heather’s thoughtful personality, communication skills, thoroughness, and attention to detail are among her strongest attributes. She believes that building and maintaining client relationships are an invaluable part of client service. She handles not only the myriad of normal service issues such as new account setup, database updates, updates to automatic funds distributions, but is also integral in on-boarding of new clients and setting up review/strategy meetings.

Heather Cooper graduated from The University of Georgia with a BBA in Banking and Finance. While completing her degree, she also studied Finance in London and gained further perspective through her travels in Europe. After college, Heather worked in Finance as a Registered Sales Associate for Morgan Stanley and Merrill Lynch.

Heather lives in Inlet Beach, FL with her husband Brian and their daughter. Her two boys both attended The Terry College of Business at The University of Georgia. She also enjoys playing tennis, pickleball and golf, traveling, photography, and interior design. In Heather's free time you will most likely find her relaxing on the beach or on a tennis court.

Oksana Savich

Director of Operations

Phone: 770-753-9880

As the Director of Operations for Oster & Fischer, Oksana is primarily responsible for enhancing the firm’s operational infrastructure, strengthening service delivery, and supporting the continued growth of the practice. She works closely with the team to ensure a seamless client experience while expanding the firm’s capabilities to provide an even higher level of service and optionality.

Many clients may remember Oksana from her earlier tenure with Oster & Fischer from 2005 to 2008, when she served as Client Service Manager. During that time, she played a key role in building operational processes, managing client onboarding, and supporting the delivery of high-quality client service.

Oksana brings more than 20 years of experience in the financial services industry, with deep expertise in advisory operations, technology platforms, regulatory processes, and team leadership. Most recently, she served as Executive Director of Advisory Services at Atria Wealth Solutions, where she supported a fee-based business segment across seven broker-dealers with more than $25 billion in assets under management. In that role, she led firm onboarding efforts, enhanced advisory platforms, managed multi-location service operations, and implemented initiatives to improve efficiency, compliance, and client service delivery.

Prior to Atria, Oksana was Advisory Services Manager at Cadaret, Grant & Co., Inc., where she oversaw more than $4 billion in advisory assets. She led large-scale operational and technology initiatives, strengthened reporting accuracy, and ensured strong regulatory compliance across teams. Earlier in her career, her experience at Goldman Sachs & Co. within Private Wealth Management further developed her ability to serve high-net-worth clients, manage complex situations, and collaborate across the organization.

When not working, Oksana enjoys traveling, gardening, and serving in her local church community. She and her husband Tony live in Upstate South Carolina with their three daughters, Emma, Lucy and Alina.

Carly Pitts

Client Services Manager

Phone: 770-753-9880

As a Wealth Management Associate, I am dedicated to helping clients navigate their financial journeys with confidence and clarity. In my role, I assist clients with a variety of service-related needs, including account research, processing new account applications, fund distributions, and general account inquiries. I take pride in providing responsive, detail-oriented support while helping ensure a positive client experience.

I graduated from Kennesaw State University in May 2025 with a degree in Finance and began my career with a strong commitment to client service and professional growth. I am equally committed to expanding my knowledge of the wealth management industry and growing as a professional. I am grateful for every opportunity to learn and develop within the profession.

Outside of work, I live in the Metro Atlanta area with my dog, Rowan. In my free time, I enjoy spending time with friends and family, trying new restaurants, attending concerts and live music events, and cheering on the Atlanta Braves!

See Accomplishments

This award was issued on 09/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3991 Atlanta-area wealth managers were considered for the award; 207 (5% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 3,842, 226, 6%, 9/1/25, 11/27/24 - 5/1/25; 2024: 3,508, 249, 7%, 9/1/24, 11/14/23 - 6/10/24; 2023: 3,209, 237, 7%, 9/1/23, 11/14/22 - 5/31/23; 2022: 3285, 263, 8%, 9/1/22, 12/13/21 - 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 - 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 - 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge and Oster & Fischer, LLC are not affiliated.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.