Fisher Wealth Management

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.

Summer is officially here, and for many, that means travel plans are taking shape.With prices rising across flights, hot...
06/24/2026

Summer is officially here, and for many, that means travel plans are taking shape.

With prices rising across flights, hotels, and dining, it’s easy to assume saving money means cutting back on the experience.

In reality, a few thoughtful choices can help you stretch your travel budget while still enjoying the moments that matter most ✈️

Click below to read more!

Travel is getting more expensive, but smart planning can save you hundreds. Discover six expert-backed ways to cut vacation costs without cutting the fun.

Yesterday, our team members spent time with their fathers, and were celebrated as fathers themselves.We appreciate the c...
06/22/2026

Yesterday, our team members spent time with their fathers, and were celebrated as fathers themselves.

We appreciate the care, guidance, and dedication each father brings to their family, and the way that carries into everything they do.

We’re so grateful for all they do, both at home and here. We hope everyone had a wonderful and happy Father’s Day!

Fathers and father figures often shape the future through steady presence, care, and quiet examples that last a lifetime...
06/21/2026

Fathers and father figures often shape the future through steady presence, care, and quiet examples that last a lifetime.

Today, we celebrate the dads who show up, support their families, and lead with intention.

Happy Father’s Day 💙

Juneteenth marks an important moment in our nation’s history and continues to be an opportunity to learn and grow. Today...
06/19/2026

Juneteenth marks an important moment in our nation’s history and continues to be an opportunity to learn and grow. Today is a time to reflect, deepen our understanding, and recognize the ongoing pursuit of equity and opportunity.

For those looking to explore more about its historical legacy, this resource offers meaningful context: https://nmaahc.si.edu/explore/stories/historical-legacy-juneteenth v

If you’re contributing to a workplace retirement plan, midyear can be a good moment to revisit your contribution level a...
06/11/2026

If you’re contributing to a workplace retirement plan, midyear can be a good moment to revisit your contribution level and make adjustments if needed.

With 2026 limits updated and time still left in the year, even small changes now can carry forward over time 📈

This article walks through what to consider 👇

This may be a good time to make sure you are on track to meet your annual contribution goal.

Homeownership is about more than a place to live. It often comes with long‑term decisions around budgeting, maintenance,...
06/09/2026

Homeownership is about more than a place to live. It often comes with long‑term decisions around budgeting, maintenance, taxes, and future goals.
National Homeowners Month is a good reminder to make sure your plan continues to support the life you’re building 🏡

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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