Michael S. Fisher, CFP®

Michael S. Fisher, CFP® has spent more than 25 years helping individuals and families make thoughtful decisions about retirement, investments, taxes, and the transfer of wealth. As the founder of Fisher Wealth Management Group, he is the advisor clients work with.

He works with people who want more than periodic investment updates. Income needs, tax considerations, estate planning, family priorities, and major life decisions all intersect. Michael’s work is to understand that picture and keep it in view.

That view informs retirement income, investment strategy and risk, tax-aware planning, and family and legacy considerations. Many of the families he serves have spent decades building and preserving their financial resources.

Whether a client is approaching retirement, navigating an inheritance, or considering a change in advisory relationship, the work begins with a conversation.

Michael is a CERTIFIED FINANCIAL PLANNER® practitioner. He holds a Bachelor of Science degree in Communications from the State University of New York College at Oneonta and earned his certificate in Financial Planning through the Boston University Financial Planning Program.

In 2015, Michael received the High Net Worth Award from Long Island Business News as part of its Top Long Island Financial Advisor Awards.

He serves as Senior Wealth Manager and Managing Director of Fisher Wealth Management Group, a financial advisory practice of The Pinnacle Financial Group, from the Melville, New York office.