Fisher Investments Is Here to Help

We help individuals and families assess their financial situations, plan for the long term and invest to meet their goals. From financial planning to annuity evaluation, we always put our clients’ needs first.

What We Offer

Your financial future is personal, but that doesn’t mean you need to go it alone. Our comprehensive support, steady counsel and wide array of available services help our clients stay on track, even when markets are choppy or life is unpredictable.

  • Portfolio Management
  • Financial Planning
  • Annuity Evaluation
  • Tailored Solutions
couple with a financial advisor reviewing investments in their retirement account for a professional investment portfolio management recommendation

Professional Investment Portfolio Management

You deserve a tailored portfolio, not a cookie-cutter strategy. We take the time to learn about your unique goals and needs. Then we create a personalized investment plan and help you stay disciplined to your strategy through proactive service and educational resources. We believe our active and flexible approach to portfolio management can help our clients meet their long-term objectives.

Man wearing dark blue suite with husband and wife signing papers in their living room

Financial Planning

At Fisher Investments, we can help you prepare for the future with financial planning advice designed specifically for you. We work with you to understand your needs, goals and current financial situation. A good, holistic financial plan provides a roadmap that helps you save, invest and approach tax and estate planning with confidence.

3 people sitting around a desk laughing together

Annuity Evaluation

Some companies market annuities as safe, income-generating investments that limit potential losses. The truth is that annuities are often complex and can have significant trade-offs. Our Annuity Evaluation Program helps educate investors about annuities they own or are considering. We can help you determine if an annuity is a good fit for you. If it’s not, we can suggest some potential alternatives to meet your financial goals.

Three people having a meeting on a couch

Tailored Solutions

When planning for retirement, an average retirement strategy is most likely to end with an average result (at best). We believe there is no such thing as one-size-fits-all when it comes to retirement strategies. Our professionals look at your entire financial picture to build customized strategies to fit your needs, retirement goals and investment time horizon.

View Transcript For the Becoming a Client video

Becoming a Client

Trusting someone else with your hard-earned retirement savings can be an overwhelming experience. We want your decision to become a Fisher Investments client to be as straightforward and stress-free as possible. When you become a Fisher Investments client, your Investment Counselor and our operations teams help make your onboarding process as uncomplicated and smooth as possible.

Contact Us

Client Focus

Are you a client? Let us know here and we'll quickly get you to client contacts.

Call our contact number: (888) 823-9566

Call our contact number: (800) 550-1071

By continuing you agree to our Privacy Policy. California residents here.


*By providing your number, you agree to Fisher’s terms and privacy policy and consent to receive phone calls and recurring automated texts, including information, appointment confirmations and reminders, and promotions. Consenting to calls and texts is not required to receive any service. Reply STOP to unsubscribe from texts. Message frequency varies and message & data rates may apply.

Two people chatting at a table

Find a Location

Find a Fisher Investments office in your area