Jeff Fisher

Wealth Advisor Associate

Lisle

"One of my main goals has always been to make a positive impact in people’s lives. Finding a way for meaningful work and meaningful impact to co-exist is really special, and I’ve found that here at Mission Wealth. It’s inspiring to be part of a firm where the collective mission is a dedicated pursuit of improving the lives of others."

As a Wealth Advisor Associate at Mission Wealth, Jeff Fisher supports his team in delivering comprehensive financial planning services to clients in the Chicago area. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Jeff helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

Learn About Jeff Fisher

Professional Background

Jeff Fisher began his career at Goldman Sachs as a Private Wealth Management Analyst. In this role, he supported advisers and wealth management professionals in maintaining and growing their books of business while assisting clients in pursuing their financial goals and objectives. During his time there, he gained valuable experience in financial planning, portfolio analysis, global markets, and more.

Jeff earned a Bachelor of Science in Finance from Indiana University and is currently pursuing various licenses and professional certifications.

Personal Pursuits

Jeff is from the suburbs of Chicago, where he enjoys spending time with friends, family, and his 9-year-old Pitbull, Luna. He loves to travel and has extended family in both Canada and Mexico. Outside of work, his hobbies include sailing, hiking, running, reading, and cheering on the Cubs.

Community Impact

Growing up, Jeff was involved with Royal Family KIDS Camp, a nonprofit organization dedicated to creating life-changing experiences for underprivileged youth through a weeklong overnight summer camp.

In college, Jeff volunteered with the Indiana University Dance Marathon, where he participated in the 36-hour marathon to raise funds for Riley Children’s Hospital in Indianapolis.

In the News

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Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.