The Team

Founded by Russ Bigham.

Russ Bigham, Founder of Bigham Wealth Advisory
Russ Bigham  ·  Founder

I started this firm because the same problem kept repeating itself.

The families I worked with had four professionals advising their financial life. A wealth manager. A CPA. A life insurance agent. An estate attorney. Almost none of those four talked to each other. The cost of that disconnection landed on the family every year, in tax dollars they did not need to lose, in insurance decisions that worked against their estate plan, in trust structures that did not match their actual asset locations.

The firm I wanted to build had a specific operating model. Every recommendation in writing, with the alternatives I considered visible. No option menus, because if I cannot defend a single recommended path, I have no business making the recommendation in the first place. And coordination with the other professionals already in my clients' lives, instead of trying to replace them.

That last commitment is the hardest to hold onto. Most firms claim coordination but compete for the entire relationship. We compete for the coordination role specifically. Our success is measured by whether your other professionals can read and verify our work in five minutes, not by whether we displaced them.

Russ Bigham

Founder

If I cannot defend a single recommended path, I have no business making the recommendation in the first place.

Russ Bigham, Founder
How the Firm Operates

The Firm's Philosophy.

Most wealth advisory firms grow by adding clients faster than they can coordinate them. The result is a relationship that looks comprehensive on paper and operates as a series of disconnected service tickets in practice. The model works for the firm's revenue line. It does not work for the client.

Bigham Wealth Advisory grows slowly, by intent. Every client we accept is a household we can coordinate fully across all four pillars. We add advisors to the team only when we can train them in the methodology, the documentation discipline, and the coordination behavior. We do not bring on advisors to chase AUM.

The cost of this discipline is that we will always be smaller than firms that optimize for growth. The benefit is that the work we deliver looks the same for every client. Coordination at this firm is not a marketing claim. It is the only way we operate, because we never grew past the point where we could operate that way.

The same logic applies to the rest of how we do business. Every fee is published. Every commission is disclosed before any policy is signed. Every recommendation is documented with the alternatives we ruled out. The point is not to perform transparency. The point is that a firm built on coordination must be willing to be coordinated with, audited, and verified by its clients and their other professionals. We designed the firm so that everything we do can stand up to that scrutiny.

Who You Work With

The Team.

Every part of your wealth has an expert here who watches it, owns it, and catches what's wrong before it costs you.

Russ Bigham, Founder and Lead Advisor

Russ Bigham

Founder & Lead Advisor

You get someone who sees the whole picture of your money, not just one corner of it.

Right now your wealth is leaking in the gaps between your advisors, the tax move that undoes an insurance decision, the rebalance nobody told your CPA about. Russ built this firm to close those gaps, and closing them is his job on your plan.

So when something changes in one corner, you are not the one figuring out what it costs you everywhere else. Russ already knows, and he brings you the answer before it becomes a problem.

You keep more of what you have, and you stop carrying a job you were never equipped to do.

Credentials

Series 7 (General Securities Representative).

Series 66 (Uniform Combined State Law).

Chris Tucker, Director of AI & Systems

Chris Tucker

Director of AI & Systems

A person reasons through every recommendation about your money. Chris is why that stays true.

He builds and governs the AI tools the firm runs on, under one rule: they watch your plan for the costly gaps no single person could track, and a human makes every decision. So a beneficiary designation that has drifted out of sync with your trust gets caught in the spring, years before it ever reaches your heirs as a problem.

Most firms either avoid AI or hand it too much. Chris does neither. He engineers the firm's tools to do what they are genuinely good at, surface what matters across your whole plan, while the experts hold the judgment. That is what makes the technology safe to put near serious money.

Steve Crites Jr., Insurance Strategy and Placement

Steve Crites Jr.

Insurance Strategy and Placement

Every policy you own was bought to do a job. Steve confirms it still does it.

Your agent's annual statement says the policy is healthy. Steve checks whether the death benefit still matches your revised trust and whether the beneficiary still reflects what you want.

Before insurance, he spent years in regulated lending, moving real money through underwriting and compliance. He works in English and Spanish.

Donna Davis, Director of Operations

Donna Davis

Director of Operations

Nothing about your plan slips through a crack or sits two weeks without an answer. Donna is why.

Every recommendation, every memo to your CPA or attorney, every return and trust document lives in one dated record. The work from three years ago is as findable as last week's.

She studied accounting at the University of Maryland and held operations roles at Dow Jones and The Wall Street Journal, where one missed detail had a real cost.

The Record

Registrations & Regulatory History.

Bigham Wealth Advisory LLC is a registered investment advisory firm. Russ Bigham is registered as an Investment Advisor Representative (Series 66). Client assets are custodied at Charles Schwab.

All of the above is publicly verifiable.

A firm built on coordination must be willing to be coordinated with by its prospects. We make these links available because we want them used.

The Relationship

How the Relationship Runs.

The work runs on four operational commitments. We do not deviate from them.

01

Every meeting on the client's terms.

Face to face, by phone, or by secure video. We meet however the client prefers. Distance does not change the quality of the work or the cadence of the relationship.

02

Response within two business days.

Every introduction request, client question, or document review receives a response within two business days. This is a firm-wide standard, not an aspiration.

03

Documents through a secure portal.

Every tax return, trust document, statement, and recommendation moves through an encrypted client portal. Nothing sensitive travels by email. Every deliverable the firm produces is retained permanently in the client's record.

04

One calendar system.

Every client meeting, quarterly review, annual tax session, and coordination touchpoint runs through one scheduling system. Nothing gets missed because it was never on the calendar.

Next Step

This is the firm. If this is how you want your wealth managed, send us a brief request.

We review every request individually and respond within two business days.

Request an Introduction