Services | Bishop & Company

Attention Bishop & Company Clients,

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You are now leaving the Bishop & Company website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website.

Schwab is a registered broker-dealer, and is not affiliated with Bishop & Company or any advisor whose name appears on this website. Bishop & Company is/are independently owned and operated. Schwab neither endorses nor recommends Bishop & Company unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Bishop & Company under which Schwab provides Bishop & Company with services related to your account. Schwab does not review the Bishop & Company website, and makes no representation regarding information contained in the Bishop & Company website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Expertise Rooted in Trust

At Bishop & Company, our services are guided by one simple principle: your interests come first. We offer comprehensive wealth management tailored to each family’s unique needs, goals, and values. Every strategy we build is grounded in decades of experience, market insight, and a commitment to long-term partnership. Whether navigating a business transition, planning your estate, or managing generational wealth, our role is to provide clarity, confidence, and continuity at every step.

Our Services

Investment Management

A disciplined approach to managing your portfolio with a long-term view.

Financial Planning & Strategy

Comprehensive planning tailored to your life goals — including retirement, tax efficiency, liquidity needs, and major life transitions.

Legacy & Wealth Transfer Guidance

Thoughtful support to help you structure and pass on your wealth in alignment with your values, family dynamics, and long-term vision.

Personal Relationship & Fiduciary Care

A personal advisory relationship rooted in trust, independence, and a legal obligation to always act in your best interest.

How We Work

Get In Touch

Give us a call or fill out an online form so we can learn what you’re interested in.

Meet With Us

Connect with our family and learn more about how we can safeguard and grow your portfolio.

Onboard Seamlessly

Our onboarding process efficiently transitions your assets from your prior custodian while streamlining the setup of new accounts.

Stay Connected

We help you stay confidently on track with your financial plan through timely updates via our quarterly newsletters and podcasts, in-person meetings, and the behavioral guidance needed to stay focused — especially during uncertain markets.

We Work with Clients Who Prioritize Trust, Not Trends

Our clients don’t chase the market. They value experienced, independent advisors who take their financial lives as seriously as they do. If you are looking for long-term clarity, not short-term noise, we’re built for you.

Disciplined Investors

Those who understand the value of long-term thinking and want a portfolio aligned with principles and sound advice.

Legacy-Minded Families

Families navigating complex wealth with a desire to pass on not just assets, but wisdom, values, and stewardship.

Clients Who Value Relationship

People who want more than quarterly statements — they want trusted, transparent relationships with the people managing their wealth.

Our Services

Expertise Rooted in Trust

Our Services

Investment Management

Financial Planning & Strategy

Legacy & Wealth Transfer Guidance

Personal Relationship & Fiduciary Care

How We Work

Get In Touch

Meet With Us

Onboard Seamlessly

Stay Connected

We Work with Clients Who Prioritize Trust, Not Trends

Disciplined Investors

Legacy-Minded Families

Clients Who Value Relationship

Reach Out to Our Team