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 Bean is the founder of Bishop Capital Advisors and a fiduciary wealth advisor serving clients nationwide. In addition to investment management and wealth planning, Perry acts as a Personal CFO to business owners, executives, and multi-generational families—helping them navigate complex financial decisions with clarity, confidence, and tax efficiency.
A Connecticut native with over 15 years of experience in wealth management, Perry’s career began in 2007 when he joined the investment management firm, Smith Barney. After Morgan Stanley’s acquisition of Smtih Barney, Perry became a licensed Financial Advisor. Believing in the additional value provided by independent firms, Perry became an Investment Advisor at Registered Investment Advisor (“RIA”) firms beginning in 2016.
Perry specializes in managing tax-efficient investment portfolios, designing personalized wealth planning strategies, and acting as Personal CFO to clients. His approach is rooted in proactive planning, close relationships, and helping clients simplify the financial complexities of success.
Lauren Byrne
Director of Operations & Client Experience
Lauren leads operations, compliance, and client service at Bishop Capital Advisors. She plays a vital role in ensuring the firm runs smoothly behind the scenes while helping clients feel supported, informed, and cared for throughout every stage of their financial journey.
Before joining Bishop Capital, Lauren held multiple leadership roles at CorePower Yoga, where she rose through the ranks of the Customer Experience department. As a department lead, she managed a team of specialists and was responsible for ensuring customers received an exceptional experience.
Lauren brings the same structured, service-oriented approach to her work at Bishop Capital. She oversees day-to-day operations, manages regulatory compliance workflows, and helps deliver a seamless, personalized experience for clients. Known for her organizational strength and thoughtful communication, Lauren ensures that every client interaction reflects the firm’s high standards and core values.