Fisher Wealth Management

Description

Patsy Mahan is a native of Burlington, NC where she also resides today. She attended Burlington Business College and has over 30 years of experience in the Accounting and Financial Services industries providing top tier customer service to the professionals and clients she works for.

The founder of Fisher Wealth Management began serving clients in Alamance County in 1981. What began as one man knocking on doors and introducing himself as an investment advisor of choice, has grown into one of the top performing and most well respected Wealth Management firms in the country. Fisher Wealth Management now serves thousands of families all over the country. The firm offers financial planning, investments, and insurance advice that is backed by unparalleled research and is free from the conflict of interest that exists in most Wall Street firms.

Originally from Greensboro, NC, Vicki Axsom attended East Carolina University and UNC-Chapel Hill School of Government. She has over 14 years of experience in front office and customer service roles. Vicki moved to Burlington, NC in 2004 and brought her ability to provide superior customer service and her passion for helping people and problem solving to Fisher Wealth Management in February 2010.

Fisher Wealth Management believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our client’s financial situation. We provide our clients with “in-house” experts for matters of investment planning, retirement planning, insurance planning, education planning and estate planning. In the event we are unable to provide needed expertise we consult with our trusted affiliates including local CPA firms and attorneys.

Fisher Wealth Management was founded with the goal of assisting people with every aspect of their financial lives. We provide the most comprehensive financial planning service available, which has earned us a reputation for excellence in our industry. For each of our clients we strive to help create stability, security and help pursue financial independence.

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