Bison Wealth strives to create and implement a wealth plan for each individual and family that meets their unique needs based on our ability to listen first and capture what matters most to them. We will execute this plan by utilizing best in class investment solutions and cutting edge technology to keep each client involved and informed at every step of the process.
External link for Bison Wealth, LLC
1201 Peachtree St NE
Suite 1950
Atlanta, Georgia 30361, US
Bison Wealth, LLC reposted this
The latest episode of The Connected Advisor Podcast featuring Brad Ball, founder of Bison Wealth, LLC, is now LIVE! 🎧 Brad, a seasoned financial expert, shares his insights on creating long-term value in wealth management and the importance of syncing your tech stack and operations to drive success. 🎥 Watch it on YouTube: https://lnkd.in/evFCWAHY 🎧 Tune in on Spotify:
The Florida herd is growing! Welcome, Becky and team! https://lnkd.in/gizuWHVr
We'd like to officially welcome Jim McTiernan to the herd! https://lnkd.in/eEvcak89
Bison Wealth, LLC reposted this
Do you have a newly minted high school graduate in your household? I prepared a white paper with some important information to consider as they move to their next stage of "adulting". Please reach out with any questions.
Bison Wealth, LLC reposted this
What a fun experience Bison Wealth had giving back at Meals on Wheels Atlanta. A great time was had by all putting out goodness into the world. #givingback #mowa #bisonwealth
Check out insights from our wealth strategist, Rachelle Carmel, JD, CFP®, CTFA 💡
The Corporate Transparency Act has the power to affect many entities. There is a case that the government has yet to respond to which would make the act unconstitutional, but in the meantime the advice is to act as if it will still be enforced. Read about it here