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Aaron F

Series 63, Series 65

Lancaster, PA

Bison Wealth, LLC

Aaron Fisher is a financial advisor with Bison Wealth, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at American Global Wealth Management, CAPE Securities, Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of his advisory work, he is involved with ConnectMyBiz as a referral partner for the Employee Retention Credit process. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, model portfolios, and ERISA retirement plan services. The firm’s investment approach combines outcome-focused, multi-manager portfolios with tactical and strategic allocations across liquid and private-market strategies, including alternative investments and an options-based Overlay strategy.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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