financial services
The Bahnsen Group
Website: thebahnsengroup.com
Overview
The Bahnsen Group is a wealth management firm founded in April 2015 by David L. Bahnsen. With approximately $4.6 billion in assets under management, it operates from seven locations across the U.S., including Newport Beach, New York City, Minneapolis, Nashville, Bend, Austin, and Phoenix. The firm is dedicated to providing clients with personalized financial planning, investment strategies, and wealth management services in a conflict-free environment.
The Bahnsen Group offers a range of services, including customized wealth management, asset management focused on long-term growth, family office services for high-net-worth families, and innovative investment products like the TBG Dividend Focus ETF. The firm emphasizes strong client relationships and thought leadership, providing educational content to enhance client engagement. It has received recognition from notable publications such as Barron's, Forbes, and the Financial Times, highlighting its commitment to excellence in wealth management.
The Bahnsen Group offers a range of services, including customized wealth management, asset management focused on long-term growth, family office services for high-net-worth families, and innovative investment products like the TBG Dividend Focus ETF. The firm emphasizes strong client relationships and thought leadership, providing educational content to enhance client engagement. It has received recognition from notable publications such as Barron's, Forbes, and the Financial Times, highlighting its commitment to excellence in wealth management.
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