Bigelow was founded in 2007 by Kathryn Dion and Gary Robinson on the premise that investment management and financial planning should put each client's unique circumstances at the center of all that we do.
In the fall of 2021, Bigelow announced its succession plans. Beginning in January of 2022, Bigelow will be led by a team of three current Bigelow advisors. Senior Advisors Ben Flood, Michael Moore, and Racquel Heath Tibbetts will become Managing Partners and equity owners in the firm on January 1, 2022. Collectively, the new leadership team has more than 50 years of investment management and financial planning experience.