Bison Wealth is an independent, boutique investment advisory firm focused on helping individuals and families plan, protect and prosper while building a lasting legacy. Backed by a multibillion-dollar single family office, the firm draws on the experience and perspectives of its founders, partners and investment professionals to provide independent, transparent advice. Its clients include affluent families, business owners, corporate executives, endowments, foundations and other nonprofit organizations across the country and around the world.

Bison Wealth offers money management, private wealth planning and family office services. Its approach is framed by three principles: Plan, Protect and Prosper, bringing together investment expertise and planning to address clients’ financial needs. The firm also shares market commentary and insights on economic and investment topics. Bison Wealth has a Charlotte presence, with its advisory services provided through Bison Wealth, LLC. Securities are offered through Metric Financial, LLC, a separate broker-dealer; the firms are not affiliated. Bison Wealth does not provide tax or legal advice.