Strengthening your financial security

Strategy. Execution. Success.

We work as fiduciaries with our advisory clients to help them achieve financial security by building customized client portfolios of individual securities that provide long-term growth and income.  We believe this is done by investing in carefully selected stocks and bonds of outstanding businesses when they are undervalued or ignored by the markets, while also making sure you have enough liquidity to withstand market ups and downs.  By knowing what we own, we take some of the guesswork out of investing.  We don’t delegate decisions to somebody else.

In addition, our team can help you craft a personalized long-term wealth management strategy — whether it’s for retirement, college spending, or any other potential future expense.  Furthermore, we advise during times of need, transition or significant life change.  We also strive to provide exceptional customer service — if you call or email us, you will get our personal attention until your needs are met completely.  And, when you call us, you will speak with us — not a call center — and we will thoroughly answer your questions and help find a solution to your financial situation.

Someone is sitting in the shade today because someone planted a tree a long time ago.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

Meet the team

Learn more about the Fisher Wealth Management Group.

 

Taking the next step

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.  If interested in a potential meeting or to refer a family member or friend, visit our Contact page. 

Latest Insights

adult daughter talking to senior mother

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

Read more

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Disclosures

John Fisher is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KY, LA, MD, MI, MN, MO, NC, NE, NH, NM, NY, OH, SC, TN, TX, WA, WI, WY.

John Fisher, NMLS # 2342206 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.