Bison Wealth is a leading, boutique independent investment advisory firm providing money management, private wealth planning, and family office services to affluent individuals and families, business owners, corporate executives, endowments, foundations and other non-profit organizations.

Backed by a multibillion-dollar single family office, we created Bison with the principle that our clients can benefit from the knowledge, experience and creativity of our founders and partners. The core tenets, “Plan, Protect and Prosper”, frame the Bison approach to wealth management.

Led by a partnership of experienced and seasoned investment professionals, Bison is in an ideal position to meet client demand for more objectivity, transparency and independent thought. Bison brings a demonstrated pool of experience, diverse disciplines and extensive industry insight to its clients across the country and around the world.