BIGHORN WEALTH MANAGEMENT
BIGHORN WEALTH MANAGEMENT is a leading financial advisory firm that provides personalized wealth management services to their clients. With a team of highly experienced and knowledgeable advisors, BIGHORN WEALTH MANAGEMENT helps individuals, families, and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to each client’s unique needs and goals
- Offers a range of financial services to help clients grow, protect, and manage their wealth
- Provides ongoing support and guidance to help clients make informed financial decisions
- Utilizes cutting-edge technology to provide a seamless and efficient client experience
- Emphasizes transparency, communication, and trust in all client relationships
Facts and Insights
BIGHORN WEALTH MANAGEMENT has over $5 billion in assets under management and a team of 25 advisors. The firm has been in business for over 20 years and has a solid track record of delivering successful financial outcomes for their clients. BIGHORN WEALTH MANAGEMENT has been recognized for their excellence in the industry, receiving numerous awards and accolades from top financial publications.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 25 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
Client Types
- High-net-worth individuals
- Business owners
- Professionals
- Corporate executives
Fees & Compensation
BIGHORN WEALTH MANAGEMENT operates on a fee-only structure, which means their compensation comes directly from their clients and not from commissions or sales. This ensures that their advice is always in the best interest of their clients, as they do not have any financial incentives to push certain products or services. The firm is transparent about their fees and fully discloses all costs to their clients.
Background
BIGHORN WEALTH MANAGEMENT is led by a team of senior advisors with decades of experience in the financial industry. They hold various certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The firm’s advisors stay up-to-date with the latest financial trends and strategies to ensure their clients receive the best guidance possible.
Financial Advisor Disclosures to Know
BIGHORN WEALTH MANAGEMENT is a registered investment advisor (RIA) and is held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients. The firm has a clean record with no reported disciplinary actions or legal issues. They value transparency and disclose any potential conflicts of interest to their clients.