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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
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Michael B

CFP®

Erie, PA

Bishop & Company Investment Management, LLC

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.

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