A complete list of active advisors currently associated with Bishop Financial Services LLC

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

Bishop Financial Services LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, charitable organizations, and business entities, developing an Investment Policy Statement for each client and performing ongoing portfolio monitoring. As a solo advisory practice, the firm manages a modest amount of assets for a small client base. The firm’s investment process combines fundamental and quantitative analysis and generally focuses on equities, exchange‑traded funds (including precious‑metal ETFs) and non‑U.S. securities, with the ability to employ short‑term trading, short sales and margin transactions where appropriate. Accounts are managed under discretionary authority and overseen monthly, with custodial execution required through a single broker‑dealer. Distinctive features include the firm’s acceptance of performance‑based fees via a designated fund structure and its documentation of a high‑water mark arrangement in its materials — a compensation approach that is uncommon among independent advisers. The brochure also discloses performance reporting and hypothetical results, and the firm’s operational choices (requiring a specific custodian and not aggregating trades across client accounts) may affect execution and liquidity relative to many peers.

To learn more about the advisors currently working at Bishop Financial Services 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.

Name	Location	Years of experience
John Bishop	Naperville, IL	5

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