Bison Wealth
Initial consultation free
Registered investment advisor
Bison Wealth is a boutique wealth management firm built on the principles of Plan, Protect, and Prosper. We provide comprehensive wealth management, investment planning, retirement strategies, and active SDBA-based management of eligible 401(k) plans.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
We can advise you on
Meet our advisors
Spencer Bowman
Randy Nevins
Nicholas Fontanella
Jackson Edmiston
What our clients say
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Grace W. RN, BSN
Finance and money have never really been easy for me, and conversations about saving and investing usually just make me feel confused and a little anxious. I never really understood my 401(k). I knew...
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Nicole P.
I’ve had a good experience working with Bison Wealth. I’m a flight attendant, so I deal with customer service every day, and I really notice when a team is good at it. They’ve been easy to reach,...
Disclosure
The company we will be matching you to (the "Company") has entered into an agreement (“Agreement”) with Unbiased to refer potential clients to the Company. As a result of the Agreement, it is important that you are aware of the following:
Neither Unbiased nor any of its affiliated persons are clients of the Company or investors in any investment vehicles advised by the Company.
The Company will pay Unbiased cash compensation for each referral to the Company. The level of compensation Unbiased will receive for referring you will generally be a flat fee that is tiered based on the asset level you reported when you completed the questionnaire.
Unbiased has a conflict of interest, which creates an incentive for Unbiased to refer companies that Unbiased expects will provide it the largest compensation for referring you and others.
Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.