3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
Bison Wealth strives to create a wealth plan for each family that meets their individual needs based on our ability to listen first and capture what matters most to them. We execute this plan by utilizing best in class investment solutions, cutting edge technology and innovative tax planning strategies tailored to meet each clients’ unique goals.
Bison is a boutique wealth management firm that seeks to deliver a superior, differentiated client experience. Our advisors utilize industry-leading technology, investment solutions, compliance, and client support, enabling them to deliver an unparalleled level of service to their clients.
Created by a multi-billion-dollar family office, Bison understands the needs of wealthy families and strives to bring that same level of knowledge and resources to families of all sizes.
3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA/SIPC. Bison Wealth is not affiliated with Metric Financial, LLC. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck. Bison Wealth, LLC does not offer tax or legal advice.
Investment adviser representatives affiliated with Metric Financial, LLC, a FINRA member broker-dealer, will earn commissions on certain investments. This presents a conflict of interest because the representative is incentivized to earn a commission. This conflict is mitigated, however, because you are not required to engage the IAR or Metric Financial, LLC to invest in securities. To the extent your IAR is affiliated with a broker-dealer, you may request copies of the Form CRS associated with the broker-dealer to better understand fees and services and how those fees and services differ from those provided by Bison Wealth, LLC. Any fees and/or commissions billed by Metric Financial, LLC are distinct from and in addition to fees billed by Bison Wealth, LLC.
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