FuturePreservation^SM

FuturePreservation is a unique offering of investment management services custom-tailored to individuals and families who are concerned with their legacy and the intergenerational transfer of wealth.  

FuturePreservation was created when Mid Penn Bank and Fischer Financial Services, Inc. formed an alliance to provide trust and investment management services to individual and institutional clients.   Through this alliance Mid Penn Bank offers special expertise in the area of fiduciary administration and account management, while Fischer Financial Services, Inc. provides professional investment management services. 

The Trust and Financial Services Division of Mid Penn Bank was organized in 1931 to provide services to help people and organizations accumulate property and investments and to provide for the management and distribution of those assets.  Mid Penn Bank’s Trust Department is staffed by professionals who provide expert advice on trust services and estate planning for individuals and non-profit organizations. 

Fischer Financial Services, Inc. began its corporate life in 1988 as a "Registered Investment Adviser" with the U.S. Securities and Exchange Commission.  The firm prides itself on integrity and honesty and works hard to protect its clients’ best interests by faithfully managing their investment accounts with these principles.  Fischer Financial Services, Inc. believes these values offer a clear, competitive advantage which benefits all of its employees, its business partners, and most importantly—its clients.

You will be assured to know that you are working with a bank and an investment management firm that has local control and decision making capabilities and that provides various checks and balances to ensure performance objectives and risk tolerance are being met.  Coupled with our consistent and disciplined investment strategy, a low minimum account requirement and competitive pricing, we will provide you with an independent, experienced and objective judgment for your financial matters.    

Although the primary goal of this alliance is to provide trust and investment management services, clients should expect to receive exceptional personalized service from two locally headquartered companies.  Each organization has extremely low turnover among its professionals which fosters the development of long-term relationships with each client.  

Mid Penn Bank and Fischer Financial Services offer several types of trust and investment programs.  Although the services provided may differ, all of our accounts offer professional management expertise in assisting you and your family with your financial situation.

This website provides a brief description of the main services offered through this alliance.  Please note that not all services are listed.  To learn about all of the services available, please call 1-888-886-1902.