Thomas Fisher (CFP®)

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

High Net Worth Client Needs

Hourly

Investment Advice without Ongoing Management

Medical Professionals

Middle Income Client Needs

Retirement Plan Investment Advice

Planning Specialties

At Fisher Financial Strategies (FFS), we help our clients identify their goals and develop a plan to accomplish them. FFS does not limit its services to clients with a minimum amount of money to invest, nor do we require clients to enter into long-term contracts. Our clients do not need to place their funds under our management. If a client’s investments are held in employer retirement accounts with limited investment options, we can still help determine the best investment strategy available. Whether you need a simple financial check-up, advice on how to allocate your 401(k), 403(b), or IRA funds, help in planning for your child’s education, or assistance in developing a complete, integrated financial plan for your family’s future, we’ll work with you to ensure that your goals are clearly defined and guide you in pursuing them effectively.

Additional Information

Tom Fisher is founder and principal of Fisher Financial Strategies (FFS), an independent Registered Investment Adviser firm in Cambridge, Massachusetts. He specializes in providing Fee-only, hourly, as-needed financial planning and investment advisory services to individuals and families.

Tom’s work as a deacon in his local church led to an opportunity to serve on a national board responsible for managing church properties and overseeing a charitable endowment portfolio. Later, he took an active role in the governance of a small college as a member of its Board of Trustees. With twenty-five years of experience as a private investor in stocks, bonds, mutual funds, and real estate, Tom has first-hand knowledge of the vagaries of financial markets.

Unlike most financial planners, Tom began his professional life in the electronic materials industry. His Bachelor’s and Master’s degrees are in chemistry. After changing careers he earned a Certificate in Financial Planning from Boston University and passed the 10-hour CERTIFIED FINANCIAL PLANNER™ certification examination. Tom was authorized to use the CFP® mark of distinction in 2009.

Tom has been quoted by financial journalists in the Wall Street Journal, the New York Times, the Washington Post, and InvestmentNews.com. He writes frequently about personal finance in his web log, The FFS Blog.

(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.)