Bisbe Capital

05/06/2026

We are excited to share that Mike Bisbe has won the 2026 Forbes Best-in-State Wealth Advisors Award for the third year in a row!

Way to go, Mike!

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

10/29/2025

We are pleased to announce our newest team member, Shanna Bowen! Shanna will be working as our Client Relationship Manager and looks forward to meeting all of you. Welcome to the team, Shanna!

06/18/2025

We'd like to announce our newest team member Andrew Tate! Andrew will be interning with us this summer while he pursues his finance degree at the University of Cincinnati and looks forward to meeting many of you. Welcome to the team Andrew!

03/20/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

04/05/2024

Exciting news – We’ve been named a Best-in-State Top Wealth Advisor by Forbes!

See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=1c84ccb56ab9
2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from
6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500
advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More:
https://bit.lhttps://www.forbes.com/best-in-state-wealth-advisors-state-wealth-advisors for more info.

12/24/2023

Happy Holidays from all of us at Bisbe Capital.

12/21/2023

Have you seen the contribution limit increases for 2024? Watch our video to find out more. www.bisbecapital.com

03/21/2023

It's been a long time coming but we are finally in our forever home. Bisbe Capital's newest headquarters!

01/13/2023

Wondering about retirement account contribution limit increases for 2023?

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11/23/2022

Happy Birthday Mike Bisbe!!!!