Making the Right Financial Moves.

Personal, Professional, Ethical

Bishop Financial Advisors prides itself on getting to know you personally by understanding that your financial situation is unique, complex, and is best served by someone who shares your values.

Personal: You will appreciate our personal approach that treats you as a person with dreams, aspirations, and feelings instead of an investment account.

Professional: Our experience, continuing education and training, professional certifications, and affiliations make us uniquely qualified to provide sound advice, solid management, and comprehensive wealth planning.

Ethical: Holding ourselves to the highest standard of honesty and integrity. We provide financial clarity and unbiased advice to match your values.

Financial Guidance You Can Count On

When we can help someone meet their financial goals, using a solid,
well-disciplined plan, I know that we’ve made a positive difference
in someone’s life for decades to come.

 

 

 

 

 

 


Brian Bishop
Brian Bishop
CFP®, CPA, PFS
Financial Advisor

My Blog

Here are some of my thoughts on investing, finances, retirement, as well as personal stories and case studies of my clients.

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