A complete list of active advisors currently associated with Bishop & Company Investment Management, LLC

Warmer can help you find a great advisor at Bishop & Company Investment Management, LLC or one who fits your needs even better.

Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser that serves individual investors (including high-net-worth households) and participant-directed retirement plan sponsors. As of December 31, 2025, the firm reported $440,817,024 in discretionary regulatory assets under management across roughly 204 client relationships and offers discretionary investment management plus advisory services for qualified retirement plans. The firm follows a long-term, goal-focused investment approach that emphasizes broad diversification using low-cost ETFs and no-load mutual funds, with account objectives categorized as Long-Term Growth, Moderate Growth, or Conservative Growth. It monitors and rebalances portfolios, provides comprehensive financial planning tied to client life goals, and will use individual securities or annuities in specific tax-constrained situations where immediate diversification via funds is impractical. Compared with many peers, Bishop & Company operates with a single principal/advisor while overseeing a relatively large asset base and enforces a $1,000,000 discretionary account minimum (with negotiated exceptions for legacy clients). The firm also provides ERISA 3(21) and 3(38) retirement-plan fiduciary services, does not accept soft-dollar arrangements or participate in wrap programs, and does not vote client proxies.

To learn more about the advisors currently working at Bishop & Company Investment Management, LLC, 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.