3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
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.
Bison is a boutique of independent investment advisors that seeks to deliver a superior, differentiated client experience. Our advisors benefit from 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 has the patient capital to build and maintain infrastructure and provide resources to advisors seeking to grow their business through acquisition or monetize their business, all while seamlessly transitioning clients to the next generation of advisors.
3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
Advisory services are provided through Bison Wealth, LLC. Securities are offered through Metric Financial, LLC, member FINRA and SIPC. Bison Wealth is not affiliated with Metric Financial, LLC (FINRA.org, SIPC.org). More information about Bison Wealth, LLC and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth, LLC 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.