Matt Fisher

Matt Fisher, CFP®, AIF®, AWMA®

Managing Director

St. Louis, MO

Matt works closely with his clients, personalizing relationships with a goal of addressing each client’s particular set of needs and goals. He delivers tailored services to successful families, executives, and business owners and focuses on developing a comprehensive wealth plan for each client. He strives to simplify complex financial issues.

As a CERTIFIED FINANCIAL PLANNER professional, Matt strives to help all clients make informed decisions during every stage of their financial development. He also holds the Accredited Wealth Management AdvisorSM designation and has been recognized four times as a 5 Star Wealth Manager.

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. Matt spent the first 10 years of his career with Charles Schwab. Prior to joining Mariner Wealth Advisors, Matt was at Moneta Group in St. Louis.

 

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.