Sponsored Content

“We have no idea how we ended up like this. It’s not how we thought our retirement would be. Why didn’t anybody tell us about this?”


“This scene plays out in our offices far too often. Clients work for years, planning on finally being able to realize their ‘happily ever after’ scenario. A retirement on the lake. Traveling to see family. A life of leisure on the back patio. However, far too often those dreams never materialize and retirees are forced to live lives much different than they hoped.” 

As a seasoned financial advisor and wealth manager, Bryan Clifton first developed a passion for personal finance after his grandmother passed away in an Arkansas nursing home. “Before she died, I made it my personal mission to see that nobody had to live their final days in those conditions. I want to honor her memory by working with people to ensure their retirement planning is in order, and their care planning is in place. I am determined to protect families from enduring what ours went through,” he says. 

Understanding that each client has needs unique to their situation, Bryan and his wife of 25 years, Sonja, were inspired to create a firm with a very intense focus on retirement and long-term care planning. It emphasizes the need for securing income; protecting one’s assets and dignity in the event that long-term custodial care or assisted living services are required; and providing a legacy to the people or institutions important to their clients. 

 After nearly two decades working for some of the largest financial firms in the world, Bryan Clifton and his team of nine financial representatives opened Black Bull Capital Partners in 2019 in Blue Ash, Ohio – and their message immediately resonated with clients. Black Bull Capital Partners has set themselves apart as a premier financial services provider consistently providing quality, trustworthy, and objective advice to each client and their families. The firm quickly grew to three locations in the Cincinnati area and incorporated tax preparation professionals into the business, which allowed the firm to increase their reach and expand their impact in the community. 

The business is fully independent but has working relationships with some of the largest financial solution providers in the country. Each financial representative is fully licensed and trained to provide high-touch financial advice to the clients they serve. They receive in-depth training as well as pass rigorous exams administered by the Ohio Department of Insurance and The Financial Industry Regulatory Authority (FINRA). Ongoing corporate training focuses on relational skills so the advisor understands the importance of getting it right, and of learning as much as they can about every client’s financial situation, before making any recommendations. “Our objective is not to tell the client what they should want, but rather to listen and help them achieve whatever their financial dreams may be. Through a consultative, product-neutral approach, our advisors understand their client’s motivations, their hopes and fears. This allows us to determine both where the client is and where they want to be. Our job is to close the gap. Black Bull’s close-knit corporate culture fosters an environment of communication, collaboration, and compassion. This allows us to continually deliver quality care to our clients – the kind of care we would want for our own families. We leverage this culture by expecting every team member to take responsibility for positively impacting their community by being champions of financial literacy and life-long advocates for those we serve.” 

Each office of Black Bull Capital Partners works with clients of many ages, walks of life, and asset level. “We have clients who are just starting with a simple investment plan, clients who are subsidiaries of Fortune 500 companies, and everything in between. It is our belief that everyone deserves financial guidance and we are prepared to deliver.” It’s that belief that fosters Black Bull’s fee structure. “We choose to not charge clients for our advice, research, or time. It is our hope that this will enable those who believe aligning with a financial professional is too expensive or cost prohibitive. We have removed that barrier so people will seek the help they need.” 

Regarding personal financial management, Bryan’s views are straightforward. “We believe that today’s investor must act decisively to take control of their financial future, regardless of age or level of wealth. This is an unprecedented time in the world – from economic volatility and political instability to ever-expanding life expectancies and rapidly increasing costs of healthcare – individuals, families, and businesses have lost many of the social and financial safety nets available to generations past.” With more than 60 years of combined industry experience encompassing several of the most significant socioeconomic and geopolitical market cycles in history, the team at Black Bull Capital Partners is prepared to help clients weather whatever financial storms they may encounter. 

Black Bull Capital Partners,” says Bryan Clifton, “is a family of professionals committed to delivering best-in-class financial solutions to the individuals, families, and businesses we serve. We are driven to improve outcomes for our clients. That’s why we do what we do.”


 START THE CONVERSATION 

400‭ ‬E‭. ‬BUSINESS WAY SUITE 101‭ ‬

CINCINNATI‭, ‬OHIO 45241‭ ‬

513.489.BULL (2855)

BlackBullCapitalPartners.com 


Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc. a Registered Investment Advisor, Member FINRA, SIPC.