A complete list of active advisors currently associated with Bird Financial Group LLC

Warmer can help you find a great advisor at Bird Financial Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bird Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Donald Bird	Philadelphia, PA	12

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