Maggie Fisher, CFP®
Wealth Advisor
About Maggie
As a Wealth Advisor at RKL Private Wealth, Maggie is committed to building meaningful, long-term relationships and providing personalized advice tailored to each client’s unique needs. She partners closely with clients to understand their goals, offering customized strategies to help them achieve confidence and peace of mind. Collaborating with the investment and planning teams, Maggie delivers holistic advice that evolves with clients through every stage of life.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
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B.S. Analytical Finance, Lebanon Valley College
Professional & Business History
Maggie joined RKL Private Wealth in 2021 as an Investment Analyst. Her passion for connecting with clients inspired her transition into an advising role, where she could better align her work with her dedication to serving others.
Professional Activities & Memberships
- Certified Financial Planner (CFP®), Certificate from the Certified Financial Planning Board of Standards
- Series 65, Financial Industry Regulatory Authority
- American Business Women’s Association, Member
- Lancaster Estate Planning Council, Member
Personal
Maggie is a Lancaster native who returned to her hometown post-college. In her free time, she loves gardening, cooking, being outdoors, traveling and exploring new places. Additionally, she enjoys spending quality time with her husband, family and friends.