For the families who entrust us with their wealth, shortcuts are never an option. At Bison Wealth Detroit, thoroughness and attention to detail are at the heart of everything we do. We are dedicated to seeing every task through to completion, ensuring that no stone is left unturned in our commitment to your financial success.
About
OUR STORY
About Bison Wealth Detroit
Bison Wealth Detroit is more than just a financial advisory firm — it’s a trusted partner dedicated to helping great people accomplish great things. Our clients’ financial well-being is our priority, and we firmly believe that everyone can define their own version of success, allowing everyone to “win” on their terms. whole aligned with your long-term vision.
At Bison Wealth Detroit, we pride ourselves on being small enough to offer personalized, relationship-driven service but large enough to deliver scalable, family office-style support, typically only afforded to the wealthy. This approach allows us to transfer financial security to future generations, ensuring long-term success when done right.
We leverage industry-leading platforms and partnerships while maintaining our independence and ensuring that we work for our clients, not a large investment or insurance company that may have competing interests. The value we bring is in the genuine relationships we develop, offering the same level of dedication and care as if we were managing our own family’s financial future.
Our Mission
At Bison Wealth Detroit, we believe in going beyond just offering financial products — we focus on making a meaningful and lasting impact for the families we serve. Our mission is to guide each client toward financial success, and we’re dedicated to helping you reach the pinnacle of that journey. We’re here to help “Great People Accomplish Great Things!”
Striving for Excellence
The highest point of success is exactly what we aim to provide — top-tier financial guidance that pushes the boundaries of what’s possible for you and your family. We believe in going the extra mile to ensure your financial well-being.
Personalized and Purpose-Driven
Every family is unique, and so are their financial needs. That’s why we deliver personalized, thoughtful service designed to address your specific goals, from wealth accumulation to legacy planning, with the utmost dedication to your financial journey.
Your Financial Journey at the Highest Point
We deeply value the trust our clients place in us and strive to provide expert, steadfast guidance at every step of their financial journey. At Bison Wealth Detroit, our goal is to help you navigate complex financial decisions with clarity and confidence, working together to pursue your long-term goals.
Our Core Values
At Bison Wealth Detroit, accountability is a two-way commitment, and we hold every team member to the highest standard. Our values shape a culture of Limitless Standards, where we perpetually strive for excellence. Everyone Wins defines our collaborative ethos, embracing individuality while rejecting mediocrity. Urgency is addressed proactively, and Aiming Small to Miss Small keeps us laser-focused on our core proposition. Going All The Way is our creed—no shortcuts, only thorough and complete service for the families who trust us with their wealth. These principles are not just words; they embody the essence of Bison Wealth Detroit. Our principles are not just words.
Accountability
At Bison Wealth Detroit, accountability is a shared commitment between us and the families we serve. Our values guide everything we do, ensuring that every decision and action reflects the highest standard of integrity. We hold ourselves and each other to these standards because our clients deserve nothing less.
Limitless Standards
Our commitment to excellence goes beyond meeting expectations—we continually push ourselves to set new ones. For the families we serve, this means relentless dedication to raising the bar in service and value. At Bison Wealth Detroit, “good enough” is never an option; we’re always striving for better.
Everyone Wins
We believe success is personal and unique to each individual, whether it’s a team member or a client. At Bison Wealth Detroit, we foster an environment where everyone’s goals are celebrated, and collaboration ensures collective success. When one of us thrives, we all thrive, creating a culture of excellence and shared victories.
Focus on What Matters
We’re dedicated to maintaining efficient processes that prioritize what truly matters to our clients. Emergencies are rare because we focus on preparation and proactive solutions, ensuring that we’re ready to address urgent needs without compromising quality or service.
Precision with Purpose
At Bison Wealth Detroit, we maintain laser focus on delivering exceptional value and service to the families we serve. Every decision is carefully evaluated to ensure alignment with our core priorities and client goals. Staying true to our mission means avoiding distractions and keeping the bullseye in sight.