Congratulations to Mike Bisaro:
Kudos on making the InvestmentNews Hot List 2025!
|
StraightLine President and CEO, Mike Bisaro, AIF® has been named to the prestigious 2025 InvestmentNews Hot List, recognizing leaders who are shaping the future of wealth management. He is honored not only for his innovative approach to providing fiduciary advisory services to individuals within employer-sponsored retirement plans but also for his commitment to mentoring the next generation of financial advisors. |
|
About Mike Bisaro, AIF®
Mike joined StraightLine over two decades ago, shortly after its founding. The firm was established on the principle that individuals deserve access to fiduciary-level advice on their largest asset, their employer-sponsored retirement plan. Over the past 20+ years, Mike has been a driving force in supporting this mission and, in 2020, he and his wife, Elizabeth Bisaro, acquired the firm from its founders, continuing to advance its commitment to innovative, client-focused retirement planning. See more about Mike here.
A Niche with a Purpose
While StraightLine works with employees across all types of retirement plans, 403(b) plans have become a key focus of their niche. The firm has a long history of serving participants at colleges, universities, and other nonprofit institutions, with a particular expertise within the TIAA retirement system that dominates the space. For StraightLine and its employees, serving those who serve others is both rewarding and meaningful, and it has created a natural pathway to extend the firm’s expertise and experience to the next generation of advisors studying at those institutions.
Expanding the Mission
Not resting on its laurels, StraightLine is expanding its mission by integrating financial wellness tools with traditional financial goals planning and investment advisory services for plan participants. This integrated model recognizes that each employee is on their own unique financial journey and requires advice and guidance aligned with their personal situation. By delivering this holistic approach, StraightLine is able to engage and reach a broader range of employees, helping more individuals take meaningful steps toward financial confidence and long-term security.
Transforming Futures Through Action and Advocacy
Transforming futures through action and advocacy takes true leadership, and Mike is providing just that. As the CEO and chief visionary, he is guiding StraightLine’s growth into a nationally respected financial advisory firm. Over the past year, Mike has shared his insights at regional universities, helping students navigate turbulent markets and inspiring confidence in the next generation of advisors. He has also appeared on the MSUWMA podcast to discuss industry trends and in Barron’s Advisor to offer practical career guidance for recent graduates. Mike’s forward-thinking contributions promote engagement, inclusion, and resilience in financial services.
Beyond his personal mentorship, he has initiated a program encouraging StraightLine employees to engage with their alma maters and give back in meaningful ways, reinforcing the firm’s commitment to supporting students and emerging professionals as they prepare for careers in the industry.
Beyond his personal mentorship, he has initiated a program encouraging StraightLine employees to engage with their alma maters and give back in meaningful ways, reinforcing the firm’s commitment to supporting students and emerging professionals as they prepare for careers in the industry.
|
|
Mike’s Recent media highlights include features on current economic and market insights, fiduciary best practices, and advocacy for financial literacy. Mike’s thought leadership continues to drive positive change and raise industry standards across the financial spectrum.
Read more about Mike’s thought leadership on our In the News page.
Read more about Mike’s thought leadership on our In the News page.
Real Stories, Real Results.
StraightLine Is Ready to Support Your Financial Journey
Reach out for expert guidance.
Complete this simple form to connect with a StraightLine team member:
PROFESSIONAL DESIGNATION:
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
