A complete list of active advisors currently associated with Bison Financial Group, LLC

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

Bison Financial Group provides investment advisory and portfolio management services to individuals and high‑net‑worth clients, delivering discretionary managed accounts, ongoing investment supervision, and a one‑time comprehensive financial plan. Clients can impose written restrictions on investments and receive account reporting at least quarterly. The firm tailors investment advice to client objectives, time horizon, and risk tolerance and uses a mix of approaches including strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Its stated investment goal is to help clients maintain purchasing power over the long term while seeking to take market risks for which investors are typically compensated, and it recommends ongoing consultation with tax professionals because strategies may have meaningful tax consequences. Distinctive features include the firm’s recent establishment in 2023 combined with roughly $96 million in managed assets, and that some representatives are also licensed insurance agents who may offer commissionable insurance products (the brochure discloses up to 30% of representatives’ time may be spent on insurance activities). The firm also recommends Charles Schwab as custodian and discloses receipt of informal soft‑dollar benefits from that relationship, and it limits ongoing written financial‑planning reporting to the single initial plan beyond regular account statements.

To learn more about the advisors currently working at Bison Financial Group, 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.