At Bison Creek Wealth Management, we take the time to understand you and your goals so you receive a custom and comprehensive financial plan that addresses your specific preferences, needs and goals. As a client of Bison Creek Wealth Management, you will work with a company with a reputation for putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve. Our experienced professional wealth managers are dedicated to helping you accomplish your unique financial goals by understanding what is important to you and delivering the customized strategies and attentive service you deserve. Because we believe that the greatest returns are accomplished when we help you live the work optional life of financial independence you dreamed of.
Jeff began his investment career in 2009 as a financial advisor with Edward Jones Investments. At Edward Jones, he built a very successful practice over a nine-year period. He left Edward Jones in 2018 when he and his family moved to Virginia, and subsequently took a position with New York-based institutional and family office Permanens Capital. Jeff was the senior advisor, overseeing all Private Wealth Assets at Permanens Capital. He gained valuable experience during his time with the New York firm, refining his skills as a portfolio manager as part of an investment team that managed almost 4 billion dollars in assets. Jeff founded Bison Creek Wealth Management in 2021 to bring boutique individual and family office services, investments, and expertise in specialized strategies to all clients. When he is not working Jeff enjoys spending time with his wife and three children, coaching basketball and fly fishing many Virginia and Colorado rivers.
It's never too early, or too late to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
1136 Ashburn Drive, Forest, Virginia 24551, United States
Phone: (434) 826-2029 Fax: (434) 204-3299 info@bisoncreekwealth.com Jeff@bisoncreekwealth.com
Monday - Friday: 9am - 5pm
Saturday: By appointment
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