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 provides financial planning and portfolio management primarily for individual clients, offering services that include retirement, tax, estate, and education planning, plus both traditional investment management and a dedicated digital asset advisory program. The brochure reports $144,206 in assets under advisement and a very small client base of three, and the firm accepts both discretionary and non-discretionary accounts. The firm uses model portfolios reviewed at least quarterly and applies a mix of long-, medium-, and short-term strategies, with access to equities, ETFs, fixed income, options, and margin where appropriate; it also uses RightCapital for collaborative, digital-first financial planning and ongoing plan simulations. For digital assets, BFG provides non-custodial advisory services with self-custody solutions, offers read-only portfolio oversight, and conducts monthly reviews of digital asset holdings. What is distinctive about Bird Financial is its emphasis on client education and public outreach—offering complimentary webinars and publishing periodicals and newsletters on financial topics—services the firm makes freely available to clients and the general public. It also advertises sub‑advisory arrangements and use of specialist digital-asset platforms (including L1.co for sub-advised accounts) despite its small reported asset base, a combination that is less common among peers.

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.