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Wealth Management

Let’s unleash the everyday hero and help reach your financial goals

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Qualified Plans

Provide industry leading employee retirement benefits

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Fiduciary Services

Empower your future with expert fiduciary services

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Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA/SIPC. Bison Wealth is not affiliated with Metric Financial, LLC., More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck. Bison Wealth Form CRS. Capital Defender Advisors, Inc. is not an affiliate of Bison Wealth, LLC and does not offer tax or legal advice.