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Michael Harrison Bishop

Advisor at Bishop & Company Investment Management, LLC — Erie, PA

Updated today

Credentials

CFP®

Experience

2 years

Location

Erie, PA 16505

About

Michael Bishop is a CFP® professional with two years of experience and is currently affiliated with Bishop & Company Investment Management, LLC in Erie, PA. His prior work includes roles at MacDonald, Illig, Jones & Britton LLP and Case Western Reserve University School of Law. Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser serving individual investors, including high-net-worth households, and participant-directed retirement plan sponsors. The firm employs a long-term, goal-focused investment strategy emphasizing broad diversification through low-cost ETFs and no-load mutual funds, offering discretionary portfolio management and advisory services for qualified retirement plans.

Client services

Based on Bishop & Company Investment Management, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Bishop & Company Investment Management, LLC

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting

Occupation focus

Based on Bishop & Company Investment Management, LLC

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.90% annually $1,500,001 - $2,000,000: 0.85% annually $2,000,001 - $2,500,000: 0.80% annually $2,500,001 - $3,000,000: 0.75% annually $3,000,001 - $3,500,000: 0.70% annually $3,500,001 - $4,000,000: 0.65% annually $4,000,001 - $4,500,000: 0.60% annually $4,500,001 - $5,000,000: 0.55% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: Negotiable

Project-based
Other

Account minimum: $1,000,000 Fee-only: Fee-only investment management; no commissions or soft dollars accepted.

Location

Erie, PA

1250 Tower Lane, Suite 101

Erie PA 16505

Advisors at this office

2

Most active in

Pennsylvania

Work history

2 years of industry experience

Bishop & Company Investment Management, LLC

2024 - Present • 2 years

Erie, PA

MacDonald, Illig, Jones & Britton LLP

2022 - 2024 • 2 years

Erie, PA

Case Western Reserve University School of Law

2021 - 2022 • 1 year

Cleveland, OH

Douglass & Associates, Co LPA

2021 - 2021 • 1 year

Cleveland, OH

Case Western Reserve School of Law

2020 - 2021 • 1 year

Erie, OH

MacDonald, Illig, Jones & Britton LLP

2020 - 2020 • 1 year

Erie, PA

Case Western University School of Law

2019 - 2020 • 1 year

Cleveland, OH

Bishop & Company Investment Management, LLC

2019 - 2019 • 1 year

Erie, PA

John Carroll University

2018 - 2019 • 1 year

University Heights, OH

Bishop & Company Investment Management, LLC

2018 - 2018 • 1 year

Erie, PA

John Carroll University

2017 - 2018 • 1 year

University Heights, OH

Bishop & Company Investment Management, LLC

2017 - 2017 • 1 year

Erie, PA

John Carroll University

2016 - 2017 • 1 year

University Heights, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 63, Series 65

Erie, PA

Marsden Capital Management, LLC.

John Marsden is the sole advisor at Marsden Capital Management, LLC, an independent registered investment adviser based in Erie, PA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Marsden has been with Marsden Capital Management since 1992 and also affiliated with JRM Securities during the same period. Marsden Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm develops individualized investment plans based on client goals, time horizons, and risk tolerance, utilizing a range of securities and conducting regular account reviews.

Passive / index investing
user avatar

Harry E

Series 63, Series 65

Erie, PA

Evanoff Financial Advisors

Harry Evanoff is the sole advisor at Evanoff Financial Advisors in Erie, PA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led his firm since 2003 and previously worked at Securities Service Network, Inc. for 17 years. Outside of his advisory role, Evanoff serves as president of the Baer Beach Association in Erie. Evanoff Financial Advisors provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals and charitable organizations. The firm combines market timing with insurance brokerage services and manages approximately $20.5 million in client assets.

Wealth management
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Ryan W

CFP®, ChFC®, Series 66

Erie, PA

Elite Life Management LLC

Ryan Williams is a CFP® and ChFC® with 10 years of industry experience. He currently serves at Elite Life Management LLC and has prior experience with Bank of America and Merrill Lynch. Outside of his advisory role, he is a published author of a personal book about travel and a silent partner in an athletic training facility. Elite Life Management provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered advisers, using a fundamental, generally long-term investment approach tailored to client needs.

Wealth management Private / alternative investments Tax-loss harvesting Professional Athlete Founder/Business Owner
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Russell M

Series 65

Erie, PA

Robbins Wealth Management

Russell Merwick is a financial advisor at Robbins Wealth Management in Erie, PA, holding a Series 65 designation with 11 years of industry experience. He has been with Robbins Wealth Management since 2014. Robbins Wealth Management serves individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses by offering portfolio management, financial planning, and additional services such as tax preparation and trust accounting. The firm employs a strategic asset allocation approach supplemented by tactical investments in equities, fixed income, and options, managing a large asset base with a three-advisor team.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
user avatar

Michael B

CFA®

Erie, PA

Bishop & Company Investment Management, LLC

Michael Bishop is a CFA charterholder and principal at Bishop & Company Investment Management, LLC in Erie, PA, with 22 years of industry experience. He has been with Bishop & Company since 2008. Bishop & Company serves individual and high-net-worth clients as well as plan sponsors of participant-directed retirement plans. The firm employs a long-term, asset-allocation–based approach emphasizing diversification, tax-aware implementation, and periodic rebalancing, managing approximately $387 million in discretionary assets across nearly 200 client relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Wealth management Cash flow / budgeting Founder/Business Owner Retired
user avatar

Donald S

ChFC®, Series 63, Series 65

Erie, PA

Provident Wealth Management Inc

Donald Smith is the owner, principal, and president of Provident Wealth Management, Inc. in Erie, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over two decades at Provident Private Capital Partners, Inc. and more than 39 years with Provident Wealth Management. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management tailored to client objectives.

General retirement planning Wealth management
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