Welcome to BISCHOFF WEALTH MANAGEMENT

 

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Bischoff Wealth Management was founded by Brian Bischoff, a registered investment advisor, to help ensure his clients meet their investment goals, objectives and risk tolerances. Brian’s main focus is to meet those investment goals and objectives in the most cost and tax efficient way possible.

With over 20 years of experience working in the financial industry, Brian truly enjoys building a one-on-one relationship with his clients to ensure their financial needs are met. At Bischoff Wealth Management, we strive to provide sound investment advice and recommendations along with first-class service.

Please take a look around our website and feel free to contact us. Brian and his team want to make investing simpler for you!

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Approach to Investing

Planning The first step in our approach to investing is to establish the goals, objectives and risk tolerances of you as the client. You can’t get where you want to go if you don’t know how to get there. Read More
Organization WE FEEL PROPER ORGANIZATION IS CRITICAL TO A PERSON’S LONG TERM INVESTMENT SUCCESS. We focus on cost efficiency and tax efficiency. Read More
Investment Process Once we at Bischoff Wealth Management understand the client’s goals, objective, time frames, and risk tolerances through the Planning Process, we then organize the client liabilities in the most cost and tax efficient way possible. Read More
Monitoring and Managing the Portfolio We place a very high emphasis on communication with our clients; making sure we stay in touch with them on a regular basis through telephone calls, e-mails and in person meetings. Read More
Address:107 North St. Road 135, Suite 207,
Greenwood, IN 46142

Contact Us

We would love to hear from you. Please use the form below and we will get in touch as soon as we become available.