3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326
Through gathering a deep understanding of our client’s needs, Bison Wealth offers best in class solutions to build a foundation for families looking to protect, plan and grow their legacy.
We believe proper planning is the single most important ingredient of wealth management and, arguably, the most neglected. A good plan is the roadmap to a successful financial journey. We customize your plan with the goal of ensuring you arrive at your destination safe and sound.
Our team of experts carefully construct portfolios tailored to protect each individual and families’ wealth and prosper from market opportunities. We provide best in class resources, expertise and personalized solutions to help our clients achieve their goals.
Wealthy families have already achieved financial success. Leaving a lasting legacy that transcends future generations is how a family truly prospers.
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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