
Affiliations
Our Affiliations
The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to, and benefit from, competent, ethical financial planning services. Individuals who meet rigorous certification requirements are certified by the CFP Board to use its certification marks. Thomas A. Fisher is a CERTIFIED FINANCIAL PLANNER™ professional.
Tom Fisher is a member of NAPFA, the National Association of Personal Financial Advisors. NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. NAPFA members must (1) submit a comprehensive financial plan for peer review and complete continuing education in six subject areas every two years, (2) have their regulatory disclosure documents (Form ADV) reviewed annually by an independent third party, and (3) sign and abide by NAPFA’s Fiduciary Oath, a commitment to working solely in the client’s interest at all times. As a Fee-Only advisory firm, we avoid the conflicts of interest that can arise when advisors receive compensation from vendors of financial products (including investment funds, money managers and insurance companies). Fee-Only advisors provide objective financial advice, keeping only the best interests of the client in mind. For more information, visit NAPFA’s fiduciary information site at Fiduciary 101.
Tom is a member of the Financial Planning Association (FPA), a membership organization for the financial planning community. Members include individuals and companies who are committed to championing the financial planning process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams.
Tom is also a member of the The Garrett Planning Network, Inc. (GPN) a nationwide network of professional Fee-Only financial advisers. As committed consumer advocates and fiduciaries, GPN Members serve the public's best interests by making competent, Fee-Only financial advice accessible to all kinds of people. Many financial advisers accept clients only if they meet certain income and net worth requirements. GPN members believe, however, that professional, unbiased financial advice is something that everyone needs from time to time to build the brightest financial futures. The Garrett Planning Network has been hailed as a “new kind of asset for the not-so-rich-and-famous,” by the Washington Post. The network has been featured in hundreds of consumer publications, such as Money magazine , Smart Money, Kiplinger's Personal Finance, the Today show, CNNfn , Bloomberg TV and many more. See what the media are saying about Fisher Financial Strategies and Fee-only, hourly, as-needed financial planning and advice.
White Coat Investor
Fisher Financial Strategies has been vetted and recommended by the White Coat Investor site as a firm that provides “good advice at a fair price.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements