Clearly Better Money Management


We believe our client-first approach is the reason why many happy clients have stayed with us for the long term.





Not all Money Managers are Equal


Fisher Investments:
checkMark  Tailors your portfolio to your goals and needs
checkMark  Calls regularly to keep you informed
checkMark  Never has hidden or layered fees
Some Money Managers:
XMark  Provide cookie-cutter portfolios
XMark  Only call when they have something to sell
XMark  Sell high-commission investment products




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The Definitive Guide to Retirment Income 

In this free guide you'll learn how to:


checkMark  Calculate the cost of your retirement.


checkMark  Use investments to combat the rising cost of living.


checkMark  Turn your retirement goals into a plan of action!


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What Separates Fisher Investments?


Founded in 1979, we are a fee-only investment adviser dedicated to helping clients achieve their long-term retirement goals. We believe our client-first approach is why many happy clients have stayed with us for the long term. The following are just a few features that set Fisher Investments apart:







How Can We Help?

If you’d like to learn more about our services—or if you’d like to hear our current views on the investing environment—fill out the form below to schedule a time to speak with a qualified representative.





* As of 10/31/2019. Includes Fisher Investments and its subsidiaries.

** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.