Tacomas' Premier Financial Planning Firm for Business Owners and Real Estate Professionals

Who we are

When most people think of financial advisors they think of sleezy insurance and mutual fund salesman calling everybody they know to make a sale. Black Bishop Financial Group was founded to change that, and be a bastion against all that is wrong in the financial services industry.

Who we are

We are a Fiduciary, Fee-only financial planning firm that charges a monthly subscription fee. We are dedicated to building relationships with the industry leaders of tomorrow.

What We Do

You seek sound, patient guidance and a partner who can educate and empower you to make healthy financial decisions. Whether you’ve been left out of the conversation in the past or are simply seeking to improve your approach, we believe in bringing you objective, thoughtful guidance.

Personal Financial Planning

Taking a comprehensive approach to aligning your plan with your goals and values:
-Risk Assessment
-Asset Allocation
-Tax and Estate Planning Strategies
-Charitble Planning
-Cash flow analysis
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Investment Management

Implementing a tailor made solution built by using products designed to minimize fees and taxes:
-Put into action the asset allocation strategy from your financial plan
-Untangle expensive insurance/investment products
-Built by utilizing investment vehicles that allow you to keep more money in your pocket.

Business Planning

Personalized CFO services helping you take a look at your business through a new lens:
-Mergers and Acquisitions
-Annual Financial Statement Review.
-Employee Compensation and Incentives Review
-Forward Looking Strategic Planning

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What We Do

We Provide Financial Planning at a flat monthly fee for business owners and investment management on a fee-only basis (no commissions) to business owners in the Tacoma area.

Personal Financial Planning

Taking a comprehensive approach to aligning your plan with your goals and values:
-Risk Assessment
-Asset Allocation
-Tax and Estate Planning Strategies
-Charitble Planning
-Cash flow analysis

Investment Management

Implementing a tailor made solution built by using products designed to minimize fees and taxes:
-Put into action the asset allocation strategy from your financial plan
-Untangle expensive insurance/investment products
-Built by utilizing investment vehicles that allow you to keep more money in your pocket.

Discover Our Process

Step 01: Get to Know Us

Before we meet, we encourage you to schedule a complimentary Discovery Call with our team. This can give us the opportunity to learn a bit about you, and it provides you with the chance to ask us whatever is top of mind.

Discover Our Process

Step 01: Get to Know Us

Before we meet, we encourage you to schedule a complimentary Discovery Call with our team. This can give us the opportunity to learn a bit about you, and it provides you with the chance to ask us whatever is top of mind.

Step 02: Book A Formal "First Step" Meeting

After chatting over the phone, we’ll invite you to come in and meet with our team either face to face or over video. During this time, we’ll begin digging deeper into your unique concerns and outlining potential solutions.

Step 03: Develop a Game Plan

Because we customize our offerings based on your needs, we’ll discuss and decide on the next best steps together. Throughout our time together, we’ll remain communicative, encouraging and proactive in helping you reach your financial goals.

Step 02: Book A Formal "First Step" Meeting

After chatting over the phone, we’ll invite you to come in and meet with our team either face to face or over video. During this time, we’ll begin digging deeper into your unique concerns and outlining potential solutions.

Step 03: Develop a Game Plan

Because we customize our offerings based on your needs, we’ll discuss and decide on the next best steps together. Throughout our time together, we’ll remain communicative, encouraging and proactive in helping you reach your financial goals.

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Get in Touch

Thank you for your interest. For additional information, please send us your comments and questions through the form below

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Black Bishop Financial Group
5243 S Tacoma Way Suite i, Tacoma, WA, 98409

info@blackbishop.com

(360) 473-6715

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Address

Black Bishop Financial Group
5243 S Tacoma Way suite i, Tacoma, WA, 98409

Contact

info@blackbishop.com(360) 473-6715

Black Bishop Financial Group LLC may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Black Bishop Financial Group LLC does not offer tax or legal advice.