Plan for your future.

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Reopening the office

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

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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

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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.

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