How Fisher Investments’ Financial Planning Services Elevates Our Client Experience
Author: Hailey B., VP - Financial Planning Services
Date: September 2, 2025
Key pieces of Fisher Investments’ Vision are to deliver unparalleled service, continuous education, and appropriate solutions to our clients — always considering their interests first. As a firm, we feel it is important to continually raise our own bar so we can provide more support to the people and families that choose to include us in their personal financial decisions. That drive to keep improving and expanding for the sake of our clients is exactly how our Financial Planning Services group was born!
We understand that clients need help with areas of financial wellness that extend beyond the foundation of portfolio management, and that some companies may use financial planning to sell products with possible conflicts of interest. We had the opportunity to improve this experience and provide solutions that could help our clients meet their goals — solutions our clients could trust! Since 2013, Fisher Investments has been expanding and evolving our services with the aim of delivering a more effective and holistic solution to Financial Planning:
- Our solution puts clients' interests first: Unlike some of our competitors that may use financial planning as a means to sell products and acquire new assets, we are focused on providing direction, education, and honest assessments from unbiased professionals, without selling products for a commission. We strive to be a fully integrated part of our clients’ financial lives, empowering them to make well-educated decisions and feel confident and secure in their financial future.
- We utilize depth of experience and focus to provide greater value: Sometimes providers add the financial planning service as another “hat" they wear, in addition to sales, service, investment management, and so on. Fisher Investments follows a specialization-of-labor model, with a dedicated bench of experienced financial professionals whose sole jobs are to handle complex financial planning and related topics and services.
In 2020, Fisher Investments launched a suite of Financial Planning Services available to clients in the United States. Clients often leverage our Financial Planning Services team to navigate through some of their biggest life events and they come to us in search of answers to their most pressing financial concerns. By utilizing a combination of internal and external specialists, we work to educate our clients on a variety of financial, tax, estate, and insurance considerations, which makes them more aware of potential impacts to their long-term plan and allows them to take concrete steps towards achieving their retirement and legacy goals.
A good financial plan helps our clients save, invest, and approach tax and estate planning with confidence. Through our client-first approach and a service model anchored in listening and educating, we were able to grow our service offerings to provide more broad financial support and peace of mind for our clients. Now, in addition to portfolio management tailored to our clients’ needs, Fisher Investments can help them take control of their entire financial situation throughout all stages of their life.