The Bahnsen Group
THE BAHNSEN GROUP
The Bahnsen Group is a nationally recognized wealth management firm that serves multiple market segments and has a special focus on dividend growth equity investing.
The firm provides comprehensive wealth management and advisory services tailored to high-net-worth individuals, families, institutions, and endowments.
Since launching with $600 million in client assets and eight team members, the firm has experienced robust growth of around 29% annually over a decade, now managing approximately $7.5 billion in assets with a dynamic team of over 85 professionals across 10 offices nationwide.
AREAS OF EXPERTISE
Dividend-Growth Investing
A disciplined investment philosophy centered on companies with strong balance sheets, sustainable dividends, and long-term growth potential.
Private Wealth Management
Holistic financial planning and investment strategies designed to help clients build, preserve, and transfer wealth across generations.
Family Office Services
Customized solutions for complex financial needs, including estate planning, philanthropy, tax strategy, and intergenerational wealth transfer.
Financial Planning & Advisory
Personalized strategies for retirement planning, education funding, risk management, and cash flow optimization.
Institutional Advisory
Strategic portfolio management, asset allocation, and governance support for endowments, trusts, and nonprofit organizations.
Thought Leadership & Research
Market insights, economic commentary, and investment strategy delivered through podcasts, newsletters, books, and media contributions.