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Fish and Associates
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Holistic Wealth Management

At Fish and Associates, we provide comprehensive wealth management services to clients who want something beyond what the average financial planner offers. We strive to design holistic solutions that will bring joy, inspiration, and financial peace of mind to the people whose lives we touch.

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Comprehensive Advice

We provide our clients with comprehensive advice and guidance so that they may gain the necessary knowledge and confidence to imagine and realize their financial futures. This partnership allows our clients to spend more of their time pursuing those activities that bring meaning to their lives.

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Inspired Planning

What is the financial future of your dreams? How do you plan to get there? Whether you want to retire comfortably in a resort area, travel the world, or build a lasting legacy, we provide creative financial planning solutions to help you turn those abstract dreams into tangible goals.

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Personal Service

Our customer service philosophy is simple: be excellent, not average. We strive for excellence in all we do, finding meaning and motivation in our deep relationships with clients, not through transactions. Our culture promotes the values of dignity, respect, courtesy, and kindness.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.

Check the background of this investment professional on FINRA's BrokerCheck.

FISH AND ASSOCIATES 633 Oakleaf Office Lane, Memphis ,TN 38117
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