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Attention Bishop & Company Clients,

To access your online Schwab brokerage account please read the following disclosure and click continue:

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.

The Bishop Difference

We’re not beholden to Wall Street or the latest financial trends. We operate independently, grounded in principle, and focused entirely on your long-term success — with clear advice, not confusing jargon. As fiduciaries, we uphold an unwavering commitment to our clients’ best interests. We approach every financial decision with diligence, professional competence, and thoughtful analysis.

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Featured 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.

The Fiduciary’s Edge

Whether you’re a partner or not, we’re on a mission to make sure you know what investment moves to make, and more importantly, mistakes to avoid, to help you reach your goals. Our podcast dives into the market and beyond, and demystifies the investing world with tactical insights.

We think of your investments in decades, not days.

Stewards of Wealth. Partners for Generations.