Our business is your business.
At Fisher Wealth Management, we put our clients’ interests first. No hidden agendas, no push to sell you something you don’t want. Our clients come to us for our years of experience, our objective investment advice, our holistic approach to financial planning, and our exceptional personal service—and we deliver at every step.
We do it all—and we do it all-in house. Investment planning, retirement planning, insurance planning, education planning, estate planning. In the unlikely event we can’t provide a service you’ve asked for, we turn to trusted local CPA firms and attorneys.
Through our affiliation with LPL Financial, we’re backed by the largest in-house research team of any independent broker/dealer in the United States. No proprietary products, investment banking business, or conflicts of interest. We thoroughly analyze product research, and only select investments that make the most sense for you.
Because financial planning is a dynamic process, we encourage clients to stay in touch and up-to-date through periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change, so will our strategy.
Most of all: we take this personally. You’ll know our names, and we’ll remember yours. We return calls and emails within 24 hours. Find out for yourself: contact us using the form to the right or call us at 336-532-4396.