Meet Our Team

Focus
With over 30 years of industry experience Paul provides comprehensive investment and estate planning for individuals and small business owners.
He works with a limited amount of people so that he can devote his energy and time to their specific needs. This experience consists of investment advice, access to lending products and services through Wells Fargo affiliates, and financial and bespoke estate planning strategies.

Background and experience
Paul’s appreciation for investing started at a young age when he would listen to his father talk about stocks, CDs and IRAs around the dinner table. Paul and his father, Barry, eventually would form Fisch Wealth Management Group of Wells Fargo Advisors. Paul has been named as a Forbes Best-In-State Wealth Advisor in 2021, as well as Best-In-State Wealth Management Team for 2023 & 2024¹. Paul has also been recognized as a Five Star Wealth Manager by Philadelphia Magazine from 2012-2023².

Paul began his career as a Financial Advisor at Prudential Securities in Bala Cynwyd, where he developed his investment knowledge. Paul joined Wachovia Securities in 2005, a predecessor firm of Wells Fargo Advisors.

Paul was a swimmer locally at Germantown Academy and a scholarship athlete at Indiana University in Bloomington, Indiana. Swimming taught him that you need both discipline and patience in order to achieve your goals. He utilizes this strategy when developing a plan for his clients in order for them to achieve their goals.

Away from the office
Paul spends his free time with his wife Wendi and their two children. His daughter is an actress and is pursuing her dreams in New York. His son, also in New York, is pursuing his Master’s Degree. Paul and Wendi enjoy travel and experiencing new cultures. Paul also likes to swim and work out at the gym. Paul is also interested in cooking and has been involved with local cooking classes that have helped raise money for local charities. Paul has been a member of the Jenkintown Rotary for the last 14 years and believes in their strong message.


1The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2This award was issued on 11/1/2022 by Five Star Professional (FSP) for the time period for the time period 2/21/2022 through 8/19/2022. 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 or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3576 candidates, 310 winners (9%). 2020: 4148 considered, 366 winners (9%); 2019: 3910 considered, 437 winners (11%); 2018: 3721 considered, 439 winners (12%); 2017: 3022 considered, 437 winners (14%); 2016: 2671 considered, 660 winners (25%); 2015: 4696 considered, 805 winners (17%); 2014: 4438 considered, 856 winners (19%); 2013: 3354 considered, 934 winners (28%); 2012: 2847 considered, 773 winners (27%) Visit www.fivestarprofessional.com. 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.

Focus
Chris provides comprehensive investment and estate planning for individuals, families, and small business owners. It is the philosophy of Fisch Wealth Management Group to take a holistic and customized approach to wealth planning which covers both sides of the balance sheet. Chris oversees the derivative trading & alternative investment strategies for Fisch Wealth Management Group in addition to his relationship management responsibilities. Chris additionally leverages his background in lending to provide clients with customized securities-based lending solutions.

Background and experience
Before entering the financial services industry, Chris graduated from Cabrini University with a degree in Business Administration & concentration in Finance. While pursuing his degree Chris interned for a local residential home lender which sparked his interest in the financial services industry.

Chris began his career as a Mortgage Originator servicing clients in the Main Line suburbs outside of Philadelphia and was shortly after recruited to Wells Fargo in the Private Banking Division as a Private Mortgage Banker, providing customized lending solutions for high & ultra-high net worth clients under the purview of the Private Bank.

As a Financial Advisor with the Private Client Group of Wells Fargo Advisors, Chris takes pride in working for a firm that puts you first. With over 20 years of experience in the Financial Services Industry Chris’ mission is to help each one of his clients plan for a financial future in a way that best meets their own specific goals with bespoke investment plan covering both the assets and liability side of the balance sheet. Chris had been named a Forbes Best-In-State Wealth Management Team advisor for 2023 & 2024¹.

In addition to helping clients, Chris is committed to helping the community. Chris has been involved with Delaware County Special Olympics as well as the Philadelphia branch of Habitat for Humanity. Chris has also participated in fundraising events for Wounded Warrior Project, benefiting injured armed forces veterans.

Away from the office
Chris likes to stay active both physically and mentally, whether it is hiking, kayaking, participating in weight lifting events, mountain biking, when not trying to (unsuccessfully) improve his golf game. Chris lives in Conshohocken with his wife Colleen, and daughter Scarlett.

CA Insurance License Number: 4283912. Resident State PA

Focus
I provide comprehensive investment planning. If a working relationship is developed, I can work with you to help achieve your goals.

Background and experience
For over a decade I have helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

Away from the office
I grew up in Ocean City, NJ and currently reside in Bucks County. I spend my free time with my wife Alyssa, our two sons, Andrew and Matthew and our dog Cooper. We like to stay active, whether it’s working out, watching our boys play travel soccer or traveling to the beach. Our favorite place to visit is Turks and Caicos.

Focus

With 35 plus years of financial services experience, Evelyn strives to ensure that our clients’ administrative and trading needs are handled accurately and quickly. She assists the group with new and secondary offerings and supports the team in all other aspects of the business exceling in client relations.

Background
Paul and Evelyn have worked together for over 25 years, starting at Morgan Stanley then moving over to Wachovia, which became Wells Fargo Advisors. They have a proven working relationship.

Away From the Office
Evelyn enjoys spending time with her children and grandchildren and is actively involved with her
community co-op. When possible, she loves the theater and movies as well.

Background and experience: 

 

Susan has been in the financial industry since 1987, where she started with AG Edwards & Sons as a wire operator.  As a senior client associate she makes sure that the clients are serviced properly and all required documents are processed in a timely fashion.

 

 

 

Away from the office   

 

Susan enjoys reading, cooking and spending time with her family when she is away from the office.