World-class service with a down-to-earth attitude.
Bisonwood is a fee-only, independent registered investment management and wealth advisory firm that has been helping entrepreneurs, small-business owners, and their families for over 30 years. Today, we leverage technology to bring our wealth management strategies to our clients with unprecedented convenience and transparency.
Track your entire financial life in one place.
Unrivaled transparency to see all of your banking and investment relationships in one place, along with:
- Monitor progress towards financial goals
- Store copies of important documents in our digital vault
- Improve your financial knowledge through interactive online workshops and an extensive library of videos and articles
What makes us special?
Advice free from corporate conflicts
Our only interest is your best interest
No extra sales or hidden fees
A team of advisors to improve your financial life.
When you reach out to us, we'll match you with an advisor, who will get to know you, your financial situation, and your goals. Then we'll build you a personalized investment plan: one that is well diversified, poised for growth, and built to minimize risk.
Then, we'll handle the day-to-day management of your investments and the longer-term strategic outlook of your financial needs, while we keep in touch regularly, you'll also be able to monitor your entire financial life online and reach out to us at anytime for financial or general business advice.
ACHIEVE FINANCIAL SERENITY WITH BISONWOOD
It all starts with a conversation. You can reach us directly at (903) 593-2396, firstname.lastname@example.org or click below to tell us a bit about yourself.