Advisors at this firm
Brian F
CFP®
West Hartford, CT
Fierston Financial Group Inc
Brian Fierston is a CFP® professional with 34 years of industry experience. He has been with Fierston Financial Group Inc. since 1991. In addition to his advisory role, he serves as a trustee and healthcare proxy for clients through a separate sole proprietorship. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, long-term, buy-and-hold investment approach tailored to client objectives and risk profiles.
Seth F
CFP®
West Hartford, CT
Fierston Financial Group Inc
Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.
Max A
CFP®
West Hartford, CT
Fierston Financial Group Inc
Max Asnes is a CFP® professional with two years of experience, currently serving as a financial advisor at Fierston Financial Group Inc. He previously worked at Johndrow Wealth Management and has a diverse background including roles at FedEx, Chipotle, and Bryant University. Outside of his advisory role, he is also registered as an Independent Insurance Agent. Fierston Financial Group provides discretionary investment management and stand-alone financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory, managing approximately $943 million in assets across a four-advisor team.
Marissa F
CFP®, Series 63
West Hartford, CT
Fierston Financial Group Inc
Marissa Fierston is a CFP® with four years of industry experience, currently serving as an advisor at Fierston Financial Group Inc. Prior to joining Fierston Financial Group, she worked at Vanguard for four years. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.
William F
CFP®, Series 63
West Hartford, CT
Fierston Financial Group Inc
William Fierston is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Fierston Financial Group Inc. He has four years of industry experience, including prior roles at Charles Schwab and other diverse positions outside finance. Fierston Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to each client’s objectives and risk profile.