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We provide

Personal Financial Services

Fund Managers, Small Business Owners, and High-Net-Worth Individuals often have complex personal financial needs. Raines & Fischer can keep your personal finances on track, freeing you to focus on what’s most important to you.

Fund Managers, Small Business Owners, and High-Net-Worth Individuals often have complex personal financial needs. Raines & Fischer can keep your personal finances on track, freeing you to focus on what’s most important to you.

Running a business or managing a fund is more than a full-time commitment – it’s your life. And that leaves little time for taking care of more mundane financial management tasks. That’s where Raines & Fischer can help. We can manage your day-to-day finances and expenses so everything runs smoothly, giving you the time and peace of mind to really focus on the bigger picture.

Personal Financial Services include:

  • Accounting and maintenance of your investment portfolio
  • Assistance for investors who are dealing with complex transactions, such as private equity and hedge fund investments
  • Bookkeeping and bill paying services for family offices
  • General tax advice and planning at year end

Our Resident Experts

Alan P. Raines
Alan P. Raines
William L. Fischer
William L. Fischer
Steven Steckler
Steven Steckler
Brian Uhlman
Brian Uhlman
Brian Raines
Brian Raines

Let’s Schedule a Consultation