Matthew Fisher, CFP®, AIF®, AWMA®
Designations and Licenses
Matt is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® and Accredited Wealth Management AdvisorSM.
Experience and Education
Matt focuses on the client experience and developing the associates in the St. Louis office. He also works with high-net-worth families, executives and business owners, creating comprehensive wealth plans customized to help meet clients’ financial goals. He has more than 20 years of experience in the financial services and investment management industry.
Prior to joining Mariner Wealth Advisors, Matt worked at Moneta Group where he focused on holistic financial planning. He also served as a financial consultant at Charles Schwab for the first 10 years of his career, helping clients navigate various investment strategies.
Matt began his finance-focused education at the Kelly School of Business at Indiana University/Purdue University – Indianapolis (IUPUI). After relocating to St. Louis, he earned his bachelor’s degree in finance from the University of Missouri – St. Louis.
Five Star Professional and St. Louis Magazine recognized Matt as a Five Star Wealth Manager from 2014-2017.
Matt enjoys giving back to the community and serves as vice president and board member for Dignity Period. He has also served on the executive committee and as a board member for Miriam School from 2012 to 2019.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or STL Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/Market/STLWM.