Fisher Financial, P.A.

Fisher Financial, P.A. is a CPA-based, state-registered investment adviser that provides investment manager selection, financial planning, and income and estate tax planning to individuals (with an emphasis on high‑net‑worth clients), businesses, and tax‑exempt organizations. The firm also advises on retirement and pension accounts but does not directly manage client assets; instead it recommends and coordinates with third‑party investment managers.

The firm assesses clients’ goals and risk tolerance (including a brief risk questionnaire) and matches clients to one or more external managers, helping to structure portfolios and facilitating ongoing meetings, phone calls and reporting with those managers. It offers a structured fixed‑fee Financial Checkup—a multi‑hour review with specific action items and follow‑up—and runs educational seminars and workshops as part of its client services and outreach.

What distinguishes the firm is its accounting and tax planning orientation, drawing on staff experience in tax practice and academia to integrate tax considerations into planning and manager selection. The firm also engages in less common practices for a solo independent adviser — including pension consulting, recommending non‑marketable limited partnerships, and using disclosed performance‑based and fee‑sharing arrangements with selected outside managers — and it discloses those potential conflicts when making recommendations.