How I Can Help You
Fritz Reimers, MBA, CFP®, is a seasoned financial professional with over 27 years of experience helping families and individuals navigate their financial journeys with clarity and purpose. As a specialist in Values-Based Financial Planning, Fritz works closely with clients to align their financial decisions with their most deeply held values and long-term goals. His approach goes beyond numbers—he helps clients uncover what truly matters to them and builds customized strategies that reflect their personal priorities.
Fritz coordinates every aspect of his clients’ financial lives, bringing together a trusted team of investment managers, insurance specialists, and tax, estate, and financial planning experts. His focus on creating and maintaining a personalized Financial Roadmap ensures that clients stay accountable to their goals while adapting to life’s changes. Whether planning for retirement, managing wealth, or preparing a legacy, Fritz is committed to guiding clients with integrity, insight, and care.
What Makes Me Knowledgeable
Fritz holds both an MBA and the prestigious CERTIFIED FINANCIAL PLANNER™ designation, reflecting his commitment to professional excellence and lifelong learning. His decades of experience in personal financial services have equipped him with a deep understanding of investment strategy, financial planning, and client relationship management. He is known for his thoughtful, methodical approach and his ability to simplify complex financial concepts into actionable steps.
Throughout his career, Fritz has helped countless clients build confidence in their financial futures. His reputation for trustworthiness, attention to detail, and values-driven planning has made him a sought-after advisor and a respected leader in the field.
Getting to Know Me
Outside of his professional life, Fritz is a man of many passions. He is married to his wife Lori and is the proud father of three adult sons. He enjoys staying active through cycling, swimming, skiing, golfing, and gardening—activities that reflect his love for nature, movement, and balance. Fritz also dedicates time to his community, volunteering as a marriage and family counselor at his church, where he supports others in building strong, meaningful relationships.
Fritz’s blend of financial expertise, personal warmth, and commitment to service makes him not only a trusted advisor but also someone who genuinely cares about the well-being of those around him. His holistic approach to life and finance continues to inspire clients to live with purpose and plan with confidence.
