Nathan Fisher

Nathan Fisher,

CFP®, AAMS® Financial Planner Branch Manager

When you talk to Nathan, you will realize that he has a heart for people and their goals. To Nathan, client relationships are crucial. As a Certified Financial Planner®; professional Nathan applies his knowledge of comprehensive financial planning to help people live out their goals and dreams.

Nathan specializes in retirement and estate planning for individuals, business owners and corporate executives. He works closely with each client to thoroughly understand investment goals, objectives, and underlying financial positions. He then creates a customized wealth management “Roadmap” with the ongoing goal of providing the highest level of personalized service.

Nathan hasn’t always been behind a desk. He grew up on a cattle and horse ranch where he learned what it means to work hard and to never give up - this foundation has been vital. He earned his bachelor’s degree in both business and economics from William Jewell College while studying a year abroad at Oxford University. Nathan has been a financial advisor since 2001 and currently serves as co-branch manager. Nathan earned his Certified Financial Planner® certification and ACCREDITED ASSET MANAGEMENT SPECIALIST™. The Certified Financial Planner® certification is one of the most respected professional credentials among consumers and the recognized standard of excellence in personal financial planning. Certified Financial Planner® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He has been named a member of the Raymond James Executive Council. * every year since 2017.

Nathan has been listed in Forbes Magazine as a Best in State Wealth Advisor in 2024, 2023, 2022, 2021, 2020 and 2018. **

Nathan has previously served as Chamber of Commerce President and Vice President. He has served as a Lions Club President, Rotary member, on the boards for Tanager Place and Willis Dady Homeless Services. He also helps with church ministry and church youth programs. He is married to Yasue and has 2 girls and 2 boys which keep him happy and busy.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.

Raymond James Financial Services is not affiliated with the above independent or charitable organizations.

The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.