Fish + Associates is a financial planner in Memphis, TN. The firm provides comprehensive financial planning and wealth‑management services, helping clients turn abstract goals into tangible strategies. It serves individuals and families in and around Memphis, with particular expertise for women investors, LGBT couples, young professionals, baby boomers and business owners. Drawing on almost three decades of experience, the team offers personalized investment guidance, wealth preservation, and education‑focused planning. Fish + Associates holds a perfect 5.00 rating based on 633 reviews, reflecting the confidence of its client base.
The practice emphasizes an individualized approach, treating each client as a unique person rather than a set of accounts. As a woman‑owned, family‑run firm, it celebrates diversity and tailors its services to the financial needs of women and the LGBT community. The firm’s philosophy rejects “set it and forget it” planning, instead fostering ongoing relationships that adapt to life changes. Community involvement is a core value; the president, Kathy Fish, founded the “Cocktails for a Cause” fundraiser, and team members serve on numerous local nonprofit boards, reinforcing the firm’s commitment to Memphis.
Located on Oakleaf Office Lane, Fish + Associates is a short walk from Theatre Memphis, just 0.1 mile away, and sits near South Perkins Road at the same distance. It is also close to Perkins Extended (0.2 mile), Cancer Survivor Park (0.2 mile), the Colonial Post Office (0.3 mile), and White Station High School (0.3 mile), placing the office within easy reach of several key community landmarks.
The firm enjoys a strong local reputation, reflected in consistently high customer ratings, and an established track record built on a large base of client reviews. These strengths underscore its reliability and the trust it has earned throughout the Memphis area.
With a reputation for personalized, high‑quality financial guidance and a deep connection to the Memphis community, Fish + Associates stands out as a trusted partner for anyone seeking to secure their financial future in the city.