Who We Are
Your Authentic Partner in Managing Your Wealth
Experience. Trust. Guidance.
As an independent boutique firm, we integrate all facets of your financial life.
Trust us to work towards achieving your financial goals with peace of mind.
We have developed a unique and customized approach to guide our clients in not only realizing their goals, but also in preparing for unexpected challenges and recognizing new opportunities. This bespoke approach, combined with our extensive experience, allows us to guide our clients through life's unpredictable twists and turns so they can achieve their goals and enjoy peace of mind.
Independent
Transparent
Proactive
Integrative
Our Story:
Why we do what we do
At our core, we believe in an integrative approach to wealth management that goes beyond conventional practices. We provide comprehensive financial solutions and strategic investment management that considers all aspects of our clients' lives. Our mission is to empower our clients to achieve their financial goals and enjoy the rewards of their hard work and dedication.
Our Team:
Perry Bishop Bean
Principal and Wealth Advisor
Perry is a fiduciary wealth advisor and the founder of Bishop Capital Advisors. A Connecticut native with 15 years of experience in wealth management, Perry’s career began in 2007 when he joined the investment management firm, Smith Barney. Upon Morgan Stanley’s acquisition of Smith Barney in 2009, Perry obtained his securities licenses and became a financial advisor.
Since 2016, Perry has been an Investment Advisor at Registered Investment Advisor (“RIA”) firms providing comprehensive wealth planning in addition to investment management. Over the past 15 years, Perry has worked closely with clients to develop holistic plans to implement tax-efficient strategies to grow and maintain their wealth.
