A complete list of active advisors currently associated with Fisher Financial Group, LLC

Warmer can help you find a great advisor at Fisher Financial Group, LLC or one who fits your needs even better.

Fisher Financial Group is a small registered investment adviser that serves individuals (including high‑net‑worth clients) as well as trusts, estates, retirement plans, and other entities. The firm offers modular financial planning, asset allocation and portfolio management, and assists clients in selecting third‑party money managers when appropriate. The firm implements both discretionary and non‑discretionary asset allocation strategies, drawing on fundamental, technical and charting analysis and using both long‑ and short‑term purchases as needed, with periodic reallocation and at least annual account reviews. Investment recommendations are tailored to each client’s objectives, risk tolerance, time horizon and liquidity needs, and the firm monitors recommended managers to ensure continued alignment with client goals. Distinctive aspects include the firm’s provision of tax‑return preparation services alongside investment advice and the fact that advisory personnel are licensed insurance agents who may offer commissionable insurance products—arrangements the firm discloses as potential conflicts of interest. The firm also discloses that it shares in fees when recommending third‑party money managers, does not combine client orders into block trades, and relies on an institutional custodian relationship that provides support services to the adviser.

To learn more about the advisors currently working at Fisher Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.