Fisher Wealth Management

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Fisher Wealth Management Fisher Wealth Management is a financial services firm focused on helping clients pursue their financial goals. Member FINRA/SIPC. finra.org sipc.org.

Financial advisors serving Burlington and beyond with comprehensive wealth management services, including retirement planning, divorce financial planning, investment management, tax planning, and risk management. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Planning for the future looks different when you're relying primarily on yourself. Without a spouse to help coordinate c...
10/22/2026

Planning for the future looks different when you're relying primarily on yourself. Without a spouse to help coordinate care, having a long-term care strategy in place can provide confidence and help ensure your wishes are clearly outlined.

Our latest blog explores important considerations for singles and divorcees when planning for future care needs. Read the blog, and contact us if you'd like to discuss how long-term care planning fits into your overall financial strategy: https://www.fisher-wealthmanagement.com/blog/

Estate Planning Week is a great reminder that planning for the future is one of the greatest gifts you can leave your lo...
10/20/2026

Estate Planning Week is a great reminder that planning for the future is one of the greatest gifts you can leave your loved ones. Taking the time to organize your wishes today can help provide clarity, confidence, and peace of mind for tomorrow.

Questions about where to start? Reach out to our team to schedule a conversation and explore the next steps for your family's future: https://www.fisher-wealthmanagement.com/contact/

Many important financial conversations happen around retirement, investing, and estate planning. Long-term care deserves...
10/19/2026

Many important financial conversations happen around retirement, investing, and estate planning. Long-term care deserves a place in that discussion too.

A thoughtful plan can help protect your assets, preserve your choices, and provide peace of mind for those you care about most. If long-term care hasn't been part of your financial planning conversation yet, it may be worth revisiting.

https://www.fisher-wealthmanagement.com/

What do strong corporate earnings tell us about the economy?According to a recent Wall Street Journal article, many of A...
10/15/2026

What do strong corporate earnings tell us about the economy?

According to a recent Wall Street Journal article, many of America's largest companies are reporting stronger sales and profits, driven by continued consumer spending and business investment.

While headlines come and go, long-term investors can benefit from focusing on economic fundamentals and staying committed to a well-designed financial strategy. Click to read the full article!

Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years

Many families assume they won't need long-term care planning until it's too late.The reality is that having a plan in pl...
10/12/2026

Many families assume they won't need long-term care planning until it's too late.

The reality is that having a plan in place can help provide more choices, greater flexibility, and peace of mind for both you and your loved ones. In recognition of Long-Term Care Awareness Month, we're sharing key considerations that can help you prepare for the future with confidence.

Swipe through to learn more.

Happy Birthday to Rick Fisher! ๐ŸŽ‰Rick is known for leading Fisher Wealth Management with dedication and heart, but there'...
10/10/2026

Happy Birthday to Rick Fisher! ๐ŸŽ‰

Rick is known for leading Fisher Wealth Management with dedication and heart, but there's a lot more to him than financial planning.

A lifelong North Carolina resident, Rick lives in Chapel Hill with his wife, Laura, daughter Candace, and son Conrad. Together, they enjoy traveling, snow skiing, boating, golfing, and staying active in their community through First Presbyterian Church in Burlington.

A few fun facts you may not know about Rick: ๐ŸŽญ He performed "Beauty School Dropout" in his high school's production of Grease. ๐Ÿช‚ He's completed the two highest bungee jumps in the world. โค๏ธ His wife, Laura, was actually his trainer when he entered the investment business.

Join us in wishing Rick a very happy birthday and a year filled with family, adventure, and continued success! ๐ŸŽ‚๐ŸŽˆ

Many people assume long-term care insurance is only necessary for those concerned about covering future care expenses. H...
10/08/2026

Many people assume long-term care insurance is only necessary for those concerned about covering future care expenses. However, for affluent individuals and families, it can also play an important role in preserving assets, protecting a legacy, and creating greater flexibility within a financial plan.

Understanding your options today can help you make more informed decisions for tomorrow. Read the full blog to learn how long-term care planning may fit into your overall wealth management strategy: https://www.fisher-wealthmanagement.com/blog/

As the seasons shift, it's a great time to pause and reflect on whether your financial plan still aligns with your goals...
10/06/2026

As the seasons shift, it's a great time to pause and reflect on whether your financial plan still aligns with your goals. From career changes and growing families to retirement planning and legacy considerations, life rarely stays the same for long.

If you've experienced changes this year, contact us to discuss how your financial strategy can evolve alongside your life: https://www.fisher-wealthmanagement.com/

A smile may be simple, but it can have a meaningful impact. On World Smile Day, we're celebrating the power of kindness,...
10/02/2026

A smile may be simple, but it can have a meaningful impact. On World Smile Day, we're celebrating the power of kindness, connection, and the small moments that brighten someone's day. ๐Ÿ˜Š

Financial Planning Month is the perfect time to ask yourself: Are your financial goals still aligned with your life toda...
10/01/2026

Financial Planning Month is the perfect time to ask yourself: Are your financial goals still aligned with your life today?

Life changes, priorities shift, and your financial plan should evolve right along with them. Taking time for a review can help ensure you're staying on track and making the most of the opportunities ahead.

If it's been a while since you've revisited your plan, let's connect: https://www.fisher-wealthmanagement.com/contact/

Address

3120 South Church Street , Suite 101
Burlington, NC
27215

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13365324396

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