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 investment management, financial planning and investment consulting to individuals, trusts, retirement plans, high‑net‑worth individuals and small business owners. The firm charges percentage‑of‑assets fees for portfolio management for individual clients, a practice that is common among independent RIAs. The firm’s investment process blends fundamental, technical and quantitative analysis and typically uses individual equities, no‑load mutual funds, ETFs and closed‑end funds, with the option to include corporate and municipal debt, government obligations and derivatives. Portfolios are tailored to client time horizons, risk tolerances and stated restrictions, and the firm may employ short‑term trading techniques, short sales, margin and option strategies when appropriate. Noteworthy features include that the firm recently registered in Ohio (early 2026) and reported no regulatory assets under management as of its February 2026 filing, indicating it is operating in a start‑up or transition phase. The firm’s lead advisor holds the CFP® credential, some supervised persons are licensed to sell insurance (which may create separate commission‑based conflicts disclosed in the brochure), and the firm does not accept performance‑based fees or participate in wrap fee programs and will not vote proxies on client securities.
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.
Name |
Location |
Years of experience |
|---|---|---|
Lyndhurst, OH
| 12
| |
Lyndhurst, OH
| 28
|
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