Moss Adams - Justin Fisher

Industry Expertise

Private Clients

Practice Focus

Financial Planning Investments

Biography

Justin has worked in finance and accounting since 2006. He works closely with business owners, individuals, and their families in prioritizing their unique goals and customizing integrated wealth management strategies. He takes a holistic approach to developing thoughtful, targeted financial plans and offering investment management expertise for his clients with complex needs.

Justin is the National Leader of our Private Client practice that defines the standards for how we deliver a distinctive client experience and growth strategy to meet the evolving needs of our client base.

Justin is a CERTIFIED FINANCIAL PLANNER™ practitioner. Prior to joining Moss Adams, he was a logistics officer in the United States Air Force.

Professional Affiliations

Education Chair, Seattle Chapter, Young Presidents Organization (YPO)
Member, Association of Graduates, United States Air Force Academy

Education

BS, business management, United States Air Force Academy
MBA, portfolio theory and financial analysis, University of Washington, Tacoma

Insights from Justin Fisher

Wealth Planning with Purpose: A Roadmap for Business Owner Transitions

Create a wealth planning blueprint post-business sale. Navigate challenges and secure your entrepreneurial legacy.

How Treasury Management Helps Protect Your Cash and Drive Yield

Learn the benefits of a treasury management function and how to implement one in six steps.

Remote Board Governance Tips

Learn how to stay productive, create meaningful dialogue and make important business decisions in a virtual environment.

Want to Be Ready for a Transaction? Prepare Now with These 6 Steps

Be ready with these pre-transaction steps for technology, communications and media, and life sciences companies.

Evolving Family Offices Bring Opportunity to Find New Investors and Partners

Family offices founded by individuals with large sums of wealth have shown an increase in activity and appetite for diverse assets.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.