How does the advisor help clients – Key Takeaways:
BIGHORN FINANCIAL is a highly reputable financial advisory firm that has been helping clients achieve their financial goals for over 20 years. Their team of experienced advisors provides comprehensive financial planning and investment management services to a wide range of clients.
- Effectively managing client assets through personalized and holistic financial planning.
- Providing objective and unbiased advice tailored to individual needs and goals.
- Focusing on long-term wealth creation rather than short-term gains.
Facts and Insights
BIGHORN FINANCIAL has over $1 billion in assets under management and a team of 5 dedicated financial advisors. With their collective experience and knowledge, the firm is able to provide well-informed and strategic financial guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 5 | 20+ years |
Financial Services Offered
BIGHORN FINANCIAL offers a wide range of financial services to cater to their clients’ diverse needs. These include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance services
- Education planning
- Business planning
Client Types
BIGHORN FINANCIAL serves a variety of clients, including individuals, families, small business owners, and professionals. They also work with clients at different stages of their financial journey, from those just starting to build wealth, to those in retirement.
Fees & Compensation
BIGHORN FINANCIAL operates on a fee-only compensation structure, meaning their advisors are only compensated through fees paid by their clients. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on the services provided and the complexity of each client’s financial situation.
Background
BIGHORN FINANCIAL was founded in 2000 and has since established a reputation for providing excellent financial advice and exceptional client service. Their team of advisors holds various industry certifications and undergoes regular training to stay up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, BIGHORN FINANCIAL is committed to transparency and disclosure. They provide each client with a Form ADV, which outlines their services, fees, and any potential conflicts of interest. When working with clients, they always operate under a fiduciary duty, meaning they are legally required to act in the best interest of their clients.
In conclusion, BIGHORN FINANCIAL is a highly qualified and reliable financial advisory firm that has a proven track record of helping clients achieve their financial goals. Their comprehensive approach and commitment to transparency make them a top choice for individuals and families seeking expert financial guidance.