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Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

Access a team of financial advisors who understand your goals and have the experience to get you there.

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Advisors you can trust.

Personal finances are an intimate affair. You don’t have to go it alone, but there’s a lot at stake if it’s not handled by the right person. That’s why we match you with an advisor who understands your goals and specializes in portfolios like yours.

Meet your team

Grow your investments with our diverse team.

There’s strength in numbers. Your Bick Advisor will take a team approach to managing your portfolio, leveraging the diverse specialties and unique expertise of our other advisors when needed.

Discover the process

Meet your financial goals.

Experience financial planning that reduces risk and increases your quality of life. At Bick, your advisor will help you demystify the complex world of wealth management and help you meet your financial goals.

Meet your team

Take control of your finances today.

Don’t go another day without gaining a proper handle on your family’s finances. Feel the confidence that comes from knowing your family’s financial future is taken care of. Getting started is easy.

1. Get introduced.

At an informal meeting, we get to know each other over coffee. You decide whether or not to move ahead.

2. Find your partner

Once we know a bit more about each other, you can decide which of our eight advisors you’d like to partner with.

3. Plan to meet your goals.

Together, you and your advisor craft a plan based on your goals. From there, we manage your portfolio for maximum ROI.

If you’re ready to take control of your finances, call us to schedule an introductory meeting.

Get Started

Meet Your Team

More than just advice. It’s a partnership.

Get reliable financial advice, achieve financial independence and enjoy peace of mind with one of the eight advisors on our independent financial services team.

At Bick, our goal is for you to create a relationship with your advisor, so that you view them as a trusted partner. To make sure we earn that trust, we take the time to listen to you and consider your life stage, personal circumstances, risk tolerance and retirement goals.

And we do it all without sales quotas or pushy sales techniques. If you don’t feel like we’re a good fit, we’re happy to recommend you to someone else.

Meet your team Get Started