A complete list of active advisors currently associated with Bison Wealth Management, LLC

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

Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm offers ongoing portfolio management, retirement-account advice, standalone planning engagements, and coordinated insurance consulting through a third‑party insurance platform. The firm’s investment approach is primarily long-term focused but allows for shorter-term trading when client objectives or market conditions warrant, and portfolios are built from ETFs, individual equities, bonds and low‑cost mutual funds. Research and selection draw on fundamental, technical and quantitative analysis, with accounts monitored continuously and formal reviews at least annually; custody and execution are arranged through an institutional custodian relationship. Bison Wealth is a small supported advisory team managing roughly $131 million of discretionary assets and recently transitioned from state to SEC registration. The firm’s principal holds CFP certification and is also a licensed insurance professional; Bison Wealth uses an external insurance platform and discloses that insurance commissions are separate from advisory fees, a potential conflict the firm addresses in its disclosures.

To learn more about the advisors currently working at Bison Wealth 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.

You can also browse Bison Wealth Management, LLC's office locations.

Name	Location	Years of experience
Gary Friedman	Lyndhurst, OH	29
Regina Ryan	Lancaster, SC	12
Cerri Yormick	Miami, FL	0
David Yormick	Lyndhurst, OH	29

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