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Biography

Michael is a Partner in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day client needs.

Prior to joining Cerity Partners, Michael served as a Director, Wealth Advisor at Round Table Wealth Management, where he had been with the firm since 2011. In this role, he was responsible for delivering comprehensive wealth management services to clients.

In his free time, Michael competes in triathlons and is an Ironman athlete.

Learn more about my practice.

Education

  • B.S. in Finance from University of Maryland, College Park
  • B.S. in Operations Management from University of Maryland, College Park
  • Master of Accountancy in Taxation from Rutgers University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Winner of the 2022 Five Star Wealth Manager: A wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. (No fee is paid to Five Star Professional to receive this award)

Latest Insights

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Michael B. Fischer and Frederic Behrens

Partner

Individuals and Families

What Is New York’s Estate Tax Cliff?

Early estate planning is recommended because of a provision called the “New York estate tax cliff” that can lead to significantly increased taxation when estate values pass a certain threshold.

Michael B. Fischer

Partner

Individuals and Families

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website releases an article about the benefits of contributing to a nondeductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth IRA contribution). However, these articles seemingly gloss over the complexity of the strategy and lead to confusion over its appropriateness.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.