Power Your Future

With Bison Managed 401(k)

Earn an average of 3.3% more with professional management inside your existing 401(k).

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See how much more your retirement could be worth.

How Bison Managed 401(k) will work for you

Bison Managed 401(k) gives you access to the flexibility of a Self-Directed Brokerage Account (SDBA), allowing you to take greater control of how your retirement savings are invested. An SDBA is an optional feature within certain 401(k) plans that lets eligible participants invest a portion of their account beyond the plan’s standard investment options, while remaining within their employer-sponsored plan. Bison simplifies how an SDBA is used. We help you understand the feature, support setup, and manage the expanded investment choices so they stay aligned with your long-term retirement goals.

A simple, guided 3-step process designed to make your 401(k) work smarter.

Step 1

Simple guided paperwork

Bison Wealth Advisors are based in the U.S. and will help you complete every form to ensure your 401(k) is set up correctly.

Step 2

We'll open your actively managed 401(k) account

We’ll set up your actively managed 401(k) together. Your plan stays in your account; we simply manage it within your existing 401(k).

Step 3

Transfer your funds, they stay secure, right inside your 401(k)

Your money never leaves your employer-sponsored plan; it’s just moved into the managed account we set up and optimize based on your goals.

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As seen in Leading Financial Media

One of the fastest growing Registered Investment Advisor (RIA) firms in the U.S.

Smarter performance than DIY investing

Professionally managed 401(k)s earn about 3% more per year on average – small gains that compound into meaningful retirement growth.

Backed by a world-class family office

Bison Wealth is supported by East Asset Management, the Pegula family office – owners of the Buffalo Bills and Buffalo Sabres – bringing strength, stability, and long-term vision to your financial future.

Premium wealth management experience

Get the same high-touch approach normally reserved for private-client portfolios, now available for workplace 401(k)s.

Real experts overseeing your account

Your retirement isn’t left to algorithms alone. Our U.S.-based Advisors combine data, discipline, and human judgment to manage your money wisely.

Built to simplify your financial life

No more wondering which funds to pick or whether you’re diversified correctly. Bison handles the heavy lifting.

A portfolio built just for you

We tailor your allocation to your goals, risk level, and timeline – no generic target-date funds or guesswork.

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What Our Clients Say

Real stories from clients, see what they say about their experience with Bison.

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What I liked most was how straightforward it was. No confusing layers, no jargon, just a clean process and real support.

David R

TX

I didn’t want another complicated money project. They made the paperwork simple, explained everything clearly, and handled the details without the pressure.

Mark T.

NY

I had questions and they actually took time to answer them like a human. I walked away feeling informed instead of overwhelmed.

Priya K.

IL

I finally felt like my 401(k) had a real plan behind it, not just “set it and forget it.” The guidance was calm, clear, and actually helpful.

Sandra L.

FL