Charles R. Fisher Jr., CFP®, CDFA®

CONNECT

Address:

1595 Paoli Pike
Suite 102
West Chester, PA 19380

Phone:

610-441-0370

Fax/Other:

215-494-0130

Our Advantage

While any financial professional can provide investment advice, trusted relationships can be harder to find. At Fisher Wealth Management Group, we are committed to providing impeccable service that stands out from the rest. We believe our clients benefit from:

Objective Recommendations

Advisors working for wirehouses are typically tied to proprietary products and have quotas to meet. This frequently leads to conflicts of interest, meaning what they are recommending a client may not be the best option available for that client. As an independent firm, we have the freedom and flexibility to choose from a wide range of investment strategies and products. Without any conflicts of interest, we offer clients objective advice and stratregies aligned with their best interests.

Lifelong Relationships

We enjoy working closely with clients for the long-term, helping them stay on track as they pursue their financial goals. Our greatest passion is guiding clients through the many milestones of life and playing a role in their lives.

Holistic Planning Approach

Through our financial planning services, we utilize a holistic process. From the first meeting, we take the time to get to know each client. We listens to their goals and dreams, and craft a plan that reflects their objectives. By addressing their short-term and long-term goals, we aim to develop a comprehensive strategy that grows with clients through the many stages of life. As they follow their personal financial roadmap, we offer advice along the way, helping them budget, save, and strategize for their various needs.

Communication

We seek to stay in frequent contact with clients, updating them regularly on their plan’s progress and portfolio performance. We pride ourselves on the fact that clients can easily get in touch with us, whether it’s by email, phone, or a visit to the office. In good markets and in bad, we offer you honest advice and answers regarding your financial questions.

Fee Transparency

We strive to provide complete transparency with our clients, especially when it comes to fees. We are honest regarding how we are paid and offer multiple fee options, depending on a client’s preference (be it commission or fee-based).

Our Strong Community Roots

We are deeply rooted in our local community. Not only did Chuck Fisher grow up in the Oxford, Pennsylvania area, but he has also been working here for a number of years. We enjoy working with our neighbors and take pride in knowing we have served so many of our community members.