Bird Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bird Financial Group LLC is a Pennsylvania-registered investment adviser that provides financial planning and both discretionary and non-discretionary portfolio management to individuals, families, high‑net‑worth clients, and business entities. The firm’s advisory services include comprehensive financial planning, estate‑planning education, and ongoing portfolio management across equities, ETFs, fixed income, real estate funds, and alternative investments.
The firm uses a mix of fundamental, quantitative, technical, and cyclical analysis and offers model portfolios ranging from conservative to aggressive, with periodic review at least quarterly and a stated emphasis on aligning allocations with each client’s objectives, risk tolerance, and time horizon. Bird Financial Group uses RightCapital for its financial planning process and Wealthbox for client relationship management, and it executes client custody and fee deductions through Altruist.
What is distinctive about the firm is its combination of a very small, single‑advisor practice with ancillary media and education activities: the principal operates Bird Brand Enterprises LLC and Be Legendary Media Group LLC, entities that provide speaking, coaching, content production, and educational programming, and the brochure discloses packaged planning engagements (Financial Foundations and Wealth Builder) with set fees. The firm also documents business continuity and SOC 2‑compliant data protections, and it accepts advisory relationships with business entities in addition to individual clients, a mix that is less common among similarly sized independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Foundations™: $2,500; Wealth Builder™: $10,000
0.75% annually
$350 per hour for hourly financial planning services
Fee-only: $2,500 for Financial Foundations™; $10,000 for Wealth Builder™; $350 per hour for hourly planning
Main office
3045 N. 35th Street
Philadelphia PA 19132
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Bird Financial · Bird Financial Group · Bird Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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