Your Partner in Retirement

Built Exclusively for HR Houston Members

How Fisher\SMB Helps
HR Houston Members

Fisher\SMB is a retirement plan advisor focused exclusively on helping small and medium-sized business leaders optimize their company retirement plan to meet their unique goals.

Whether it’s helping your employees retire with comfort,
or minimizing your tax liability, we are your trusted partner
in retirement. 

Investment Solutions​

Access to investment options typically reserved for larger companies, all tailored to meet the unique needs of your business (and employees).

Optimized Plan

We leverage our scale to negotiate preferred pricing and enhanced services to deliver optimal results for you and your plan. This includes features like Mega Backdoor Roth, executive compensation, and tax mitigation strategies.

Trusted Partner

We save you time by serving as your retirement plan’s single point-of-contact, resolving employee questions and vendor issues for you.​

Fiduciary Coverage

Minimize your fiduciary risk by partnering with a top 1% CEFEX-certified advisor1 who is an ERISA 3(38) Investment Manager​.

1Centre for Fiduciary Excellence (CEFEX).
Fisher\SMB, pays an annual assessment fee to be
eligible for consideration. This certification was
received on November 23, 2025, and is based on
data from November 23, 2024–November 23, 2025.
For more information about this award,
please visit: https://www.cefex.org/
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