Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Adam Fischer III

First Vice President–Wealth Management

Financial Advisor

I have over 31 years in the financial industry. I have a BS degree from the Rochester Institute of Technology in Rochester, NY. I have my 7, 63 and 65 licenses, along with my Life and Health insurance licenses.

I live in Califon, NJ with my wife, Lesley and our three sons.  I am proud to be an Eagle Scout and love being outdoors.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WI


  • B.S., Rochester Institute of Technology
184 Liberty Corner Road
Suite 101
Warren, NJ 07059

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    Selecting retirement savings plans

    Retirement planning

    Retirement planning

    Multigenerational planning

    Multigenerational planning

    How do you plan confidently for the retirement you want?

    Start by building a strategy based on the resources and needs over the course of your life.

    Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at

    Backed by the strength of UBS

    A global leader in wealth management

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager