Bison Wealth is a U.S. registered investment adviser offering personalized wealth management and retirement solutions to families and financial advisers. Created by a multi-billion-dollar family office, the firm draws on experience serving wealthy families to make knowledge and resources available to families of varying sizes. Its mission is to listen closely, understand what matters to each client, and develop a wealth plan tailored to their needs and goals.

Bison’s services include financial planning, investment management, retirement planning, and innovative family-office capabilities. Its advisers create individualized investment solutions and use technology and tax-planning strategies to support clients’ objectives. The firm also offers Bison Managed 401(k), a service through which Bison advisers actively manage a client’s existing 401(k) account. Bison serves clients across multiple locations in the United States, including Georgia, Idaho, Iowa, Florida, Michigan, New York, North Carolina, Pennsylvania, and Virginia. Through its planning, investment, and advisory services, the firm aims to help families protect, grow, and plan for their financial legacy.