Katie Fischer
CFP®
Market Street Wealth Management Advisors, LLC
PARTNER | SENIOR FINANCIAL PLANNER | CHIEF COMPLIANCE OFFICER
Katie Fischer
CFP®
Market Street Wealth Management Advisors, LLC
PARTNER | SENIOR FINANCIAL PLANNER | CHIEF COMPLIANCE OFFICER
I enjoy being able to help people make decisions that I know may enable them to live the lifestyle they desire in the future and provide for their family. Seeing clients hit each little financial milestone in their life fuels my passion about what I do. - Katie Fischer, CFP®
At Market Street, we treat you like family. Our fee-only wealth management team is here to help you make better financial decisions and gain financial freedom.
Katie Fischer is a Indianapolis, IN fee-only financial planner. Market Street Wealth Management Advisors, LLC provides comprehensive wealth management, investment management, and foundations planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Katie Fischer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Katie Fischer likes the personal role she plays in seeing clients succeed with their financial goals. Drawn to financial planning in college when she saw the impact of careful, numbers-based planning could have on people’s lives, she knew she’d found the right profession.
Katie joined Market Street in 2013. She began working in the industry in 2009 after earning a B.S. in Financial Planning and Counseling from Purdue University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Outside of work, Katie is an active member of the Junior League of Indianapolis, an organization of women dedicated to improving the community through the effective action and leadership of trained volunteers. She and her husband, Phill, also stay very busy with their two young children.
Katie Fischer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Your money is important. It’s the result of your blood, sweat, and tears—and, it’s your foundation for tomorrow.
Protect and preserve your assets with personalized, ongoing financial planning and guidance from Market Street’s experienced team of fee-only wealth management advisors who are here to help you with:
• Savings planning
• Small business-owner issues
• Mid-career planning
• Retirement savings & managing distributions
• Divorce planning
• Women’s financial planning
• Middle-income financial planning
• Cash flow/budgeting/credit issues
• Charitable giving planning
• Education planning
• Risk management & insurance planning
• Investment planning
• Estate planning & tax strategies
Market Street will help you gain financial freedom and make better financial decisions, whether you’re saving up to buy your first house or starting to make retirement plans. We roll up our sleeves, break down the numbers, and offer clear, simple recommendations to help build—and strengthen—your financial future. It’s that simple.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Tax Planning
- Investment Management
- College Education Planning
Ideal Clients
- Growing Families
- Sudden Money Situations
- Novice Investors
- Retirees and Near Retirees
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- In-Office Meetings
- No Product Sales
Professional Designations & Affiliations
-
Katie Fischer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Katie Fischer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Katie Fischer
Office Locations:
-
3105 E 98th St
Suite 170
Carmel, IN 46280
