

The Fischer Group at Morgan Stanley

Our Mission Statement
The Fischer Group Story
WHO WE ARE:
The Fischer Group is a multigenerational financial advisory team dedicated to helping our clients and their families create, grow, and preserve wealth across generations. We pride ourselves on our unique blend of experience, innovation, and personal connection. Our team - made up of a father-son advisory partnership supported by our highly skilled service associates - brings a balanced perspective to the financial planning process.
WHAT WE DO:
Our practice concentrates in intergenerational financial planning, helping clients navigate life transitions, legacy decisions, and long-term wealth strategies with clarity and confidence. Whether you're preparing for retirement, supporting aging parents, or building a foundation for your children's future, we provide customized solutions tailored to your goals.
WHY WE DO IT:
Life can be unpredictable.
Several years ago our senior partner Bob was involved in a serious accident that landed him in the hospital for 15 days. It was an alarming and uncertain time for the family and for our business. Amid the fear and unknown, there was something we didn't have to worry about: our financial life.
Because of the work we do and value we live by, we had a roadmap - one that gave us the breathing room to focus on what really mattered, being present, being together, and supporting his recovery.
That experience made our team's purpose even clearer. Life is unpredictable, and moments like that remind us what financial planning is really about - not just wealth accumulation or market returns, but more importantly confidence, flexibility, and the freedom to be there for the people we love when they need us most.
- Wealth ManagementFootnote1
- Cash ManagementFootnote2
- 401(k) Rollovers
- 529 PlansFootnote3
- Alternative InvestmentsFootnote4
- Business Succession PlanningFootnote5
- Estate Planning StrategiesFootnote6
- Planning for Education FundingFootnote7
- Professional Portfolio ManagementFootnote8
- Retirement PlanningFootnote9
- Sustainable InvestingFootnote10
- Long-term Care InsuranceFootnote11
- Asset Management
- Stock Option PlansFootnote12
Upcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Global Tensions & Washington Moves
U.S. Policy Pulse: Global Tensions Washington Moves
Join Morgan Stanley Wealth Management's Chief Economic StrategistEllen Zentnerin a conversation with Morgan Stanley Wealth Management's Head of U.S. PolicyMonica Guerra Morgan Stanley's Global Head of Government Relations Michael J. Stein, as they discuss:
- Updates on U.S. trade and immigration policy
- The One Big Beautiful Bill Act and its potential implications
- Key developments to monitor over the next 30, 60, and 90 days
Register now.
Location
Meet The Fischer Group
About Robert J. Fischer
How do you make money for your clients?;
What is your investment philosophy?;
What evidence is there that your approach works over long periods of time?
He believes that investors deserve succinct and concise answers to those questions. He is a graduate of The United States Military Academy at West Point where, as a cadet, his amazement with efficient structure and discipline originated. He still feels the structured regiment influences of the Academy in his practice as he enters his fourth decade as an advisor. Also, Robert has been named the 2023-2024 Virginia senior chess champion.
NMLS#: 1390921
About Robert Fischer
Originally from Richmond, Virginia, Robby moved to South Florida in 2021 to expand his capabilities in financial planning and investment management. Following that intention, Robby became a CFP® professional in 2023 and a CIMA® professional in 2024. Having gained direct experience from his years in Florida, Robby rejoined the Fischer Group in 2024 with the aim to build close relationships with clients through tailoring financial advice that helps accomplish their goals. Robby believes that through consistent communication it is possible to turn difficult or emotional financial decisions into logical courses of action.
In his free time, Robby prioritizes his time with family and friends and enjoys playing tennis, golf, snowboarding and travelling internationally.
NMLS#: 2702210
About Kelly Ross
From the largest task to the smallest request, Kelly works tirelessly to exceed clients’ expectations. Her core responsibilities are essential to enabling the Group to carry out its mission of helping financially successful individuals plan, invest and lead fulfilling lives. Kelly is a graduate of Virginia Commonwealth University and maintains her Series 7, 63, and 66 licenses.

Contact Robert J. Fischer

Contact Robert Fischer
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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