Kent Fisher (CFA, CFP®, MBA)

Kent Fisher focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

High Net Worth Comprehensive Financial Planning and Advice. Fee-Only.

Additional Information

SIMC was created to get back to the basics of individual money management. “After a long and rewarding career in wealth management, I noticed that wealth management at the individual level left a lot to be desired. Loose regulation, conflicts of interest, and an informational imbalance are not serving the general public very well. Founding SIMC, and helping clients attain their financial goals, is my way of trying to make the world a little better by addressing some of these issues.”

NAPFA Start Date

August 10, 2023


This Office

608 Meadowmont Lane Chapel Hill, NC 27517 Phone: (919) 602-1571