A complete list of active advisors currently associated with Bighorn Financial

Warmer can help you find a great advisor at Bighorn Financial or one who fits your needs even better.

Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, pension and profit‑sharing plans, and pooled investment vehicles. Its advisory work includes constructing tailored portfolios composed of public and private securities (stocks, bonds, ETFs, options, and mutual funds) and ongoing monitoring and rebalancing. The firm emphasizes individualized investment strategies and, for plan clients, assists with Investment Policy Statements, investment option evaluation, monitoring, and participant education. According to its brochure, all regulatory assets under management are handled on a non‑discretionary basis, so client permission is obtained before securities transactions are effected. What is distinctive about the firm relative to many independent, solo advisers is its role as manager of a private pooled vehicle (the Bighorn Financial EPM Fund, LP), for which it is eligible to receive performance‑based allocations and which is closed to new investors. It also provides ERISA‑related retirement plan consulting and serves pension/profit‑sharing clients while overseeing roughly $40.7 million in AUM across a small client base, a combination of services and structure that is uncommon for firms of its size.

To learn more about the advisors currently working at Bighorn Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.