At Fisher Financial Advisors we recognize and appreciate that you and your family have plenty of options when it comes to choosing a financial advisor. We believe that everyone deserves a compassionate financial advisor willing to listen to you, to understand deeply what your wants and needs are, and understand what money means to you.
Our unique approach to financial planning will remind you of working with your favorite teacher or coach. As we believe that passion and commitment are at the root of our important role. We believe it is an honor to serve you, your family, and the next generation. This takes patience, exquisite listening skills, guidance, and teamwork. We’ve also discovered that a sense of humor plays an important role as well.
Each of us, Brenda, Nate and I bring a wealth of experience in teaching, coaching, parenting, as well as a combined 35 years of investment management, financial planning, retirement planning, insurance, and estate planning. Most likely you will sense in each of us enthusiasm, a passion for what we do, and a commitment to help you succeed.
As always we believe it is a unique opportunity to work with each new client. We look forward to offering our services to you.