ABOUT US

WE MANAGE OUR CLIENTS' FINANCIAL LIVES SO THEY CAN FOCUS ON WHAT'S IMPORTANT TO THEM.

At Bisonwood Financial Management, our priority is helping clients meet their fiscal goals through simplifying and unifying their financial world. We do this by providing our clients with a complete investment management solution including college, retirement, and estate planning alongside help with savings and budgeting.

We have decades of experience helping families and individuals achieve financial serenity, and we believe that our 'art and science' combination of economic skills is the best way to prepare our clients for their financial future. 

We invest just like our clients, and as an extension of that, we love to educate clients about what we are doing and why we think it's the best course of action. Through this, we're also able to provide transparent guidance on how clients can best reach their financial goals.

FAMILY FINANCIAL MANAGEMENT EXPERTISE

We founded Bisonwood in 2006, after decades of investment experience, to create a world-class financial management service for individuals and their families, as an alternative to the conflicted Wall Street firms and commission-focused brokerage houses.

Because we believed then, as we do now, that the financial needs of families can be varied and challenging. From common issues regarding saving for college to complex areas involving trusts, unique tax situations, and intricate family dynamics. Our focus in this field has made us experts on many matters pertaining to families and financial planning. 

When we first started Bisonwood, we were focused on high net-worth clients, but as our capabilities have increased through people and technology, we are now able to offer the same level of services to a wide range of clients.

Today, we take pride in helping as many families and individuals achieve financial serenity as possible. 

CONNECTING YOUR WORLDS    

Our in-house team is a unique blend of savvy investment and financial management professionals, and we work closely with an extensive network of practicing lawyers and accountants. We use this network to help clients beyond their investments, linking them with the right people to advise on insurance, legal matters and other personal financial issues such as business loans or mortgages.

The overarching goal for ourselves, and all of our extended network of professionals, is to incorporate all aspects of our clients' financial lives, no matter how complicated, into one seamless strategy.