Michael Fessler
CFP®, AWMA®, EA
Westlake Wealth Management
Managing Partner
Michael Fessler
CFP®, AWMA®, EA
Westlake Wealth Management
Managing Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Fessler, CFP®, AWMA®, EA
Fee-Only financial planner located in Roanoke, TX, serving clients locally and across the country
Michael Fessler is a Dallas Fort Worth, TX fee-only financial planner. Westlake Wealth Management provides a comprehensive and strategic approach to wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Fessler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michael Fessler, CFP®, is a Managing Partner and Chief Compliance Officer at Westlake Wealth Management. He specializes in financial planning, portfolio management, risk management, estate planning, and tax planning.
Michael holds a BBA in Accounting, an MBA in Finance, and earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation to best serve his clients. After beginning his career with a nationwide planning firm, Michael decided to establish his own firm in order to provide truly independent guidance to individuals and families. He is passionate about helping people create better futures for themselves and for generations to come.
Michael lives in Fort Worth, Texas with his wife Chelsea and their four young children. He enjoys spending time with his family and friends, playing golf, and cheering on Alabama football.
Michael Fessler 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.
Westlake Wealth Management is a fee-only financial planning firm in Roanoke, Texas. We were founded on the belief there is always a better way when it comes to financial planning. Our purpose is to give you the high quality service that you deserve, while lowering the overall cost you are paying for your wealth to be managed.
Our team includes CFPs, MBAs, and adept entrepreneurs passionate about using their own experience to help clients reach their short- and long-term financial goals. Helping people create better futures for themselves and their families is the driving force behind everything we do. Through education, insight, and expertise, we equip our clients to make sound financial decisions in every stage of life.
You have worked hard to build your nest egg. Partner with a team that will work just as hard to help grow and protect it. Call us today to learn more and schedule your complimentary consultation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Fessler 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.
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Michael Fessler 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.
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Michael Fessler is an Accredited Wealth Management Advisor® (AWMA®)
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Michael Fessler is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Michael Fessler
Office Locations:
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310 S Oak Street
Suite 208
Roanoke, TX 76262
