Comprehensive Financial Planning and Wealth Management
Bighorn Financial, Inc. is a Registered Investment Advisory (RIA) firm offering customized portfolios for individuals, families and small businesses.
It is vital to have a roadmap to guide you toward your financial goals. Our Certified Financial Planner (CFP) will work closely with you to accurately discern your goals and objectives to craft a viable plan specific to your needs.
As a Registered Investment Advisory (RIA) we have a fiduciary obligation to put the client’s interests first. Clients are guided to customized or professionally managed portfolios that are in line with your risk tolerance, objectives and time frames.
We believe in developing and maintaining a personal relationship with each of our clients. Our service model includes advanced performance reporting, quarterly client updates, and periodic assessments to ensure we are on track. Clients are encouraged to reach out to us electronically at any time to answer questions, vet ideas and make adjustments.