Wealth management and financial planning focus of new business for Joshua Fisher

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COSHOCTON − A Coshocton native said he’s dedicated to helping locals with their financial needs through his new office.

Joshua Fisher has more than 22 years of experience in financial wealth management and financial planning. He said it’s been a longtime goal to be independent. He recently achieved that by opening Plan A Wealth Management at 419 S. Whitewoman St. He has four employees.

Joshua Fisher of Plan A Wealth Management.

Fisher is a graduate of River View High School and his family owns G.A. Fisher Diamond Jewelers, not too far from his new office in Roscoe Village.

Fisher said his firm offers a different perspective for managing finances than some others. They’re not putting clients into template plans, but but rather working with people to see what will best serve their individual financial needs and goals. This includes starting with sound principles to help one weather uncertainties of the future.

“Our team provides wealth management and investment services based on your Plan A,” Fisher said, relating to the name of the business. “Our goal is to eliminate any stress or concerns you have about money and instead help you design your life to make a difference.”

While Fisher works remotely with clients from all over, he has many clients locally. He said local support and community feedback has been strong for him having a brick and mortar office in the community now.

“I believe Coshocton and the surrounding community has much to offer. With clients in the community and in other states throughout the nation, we see a great need for sound financial planning to provide peace of mind for clients,” he said.

Plan A Wealth Management can be called at 740-722-0001 or email Fisher at josh@planAwm.com.

This article originally appeared on Coshocton Tribune: Plan A Wealth Management opens in Coshocton