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

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

The firm provides comprehensive financial planning to individuals (including high-net-worth clients), corporations and business owners, addressing areas such as cash flow, retirement, estate, tax planning, insurance, and business planning. It also offers educational seminars and makes tax preparation and representation available through an affiliated tax entity. Rather than acting as an ongoing discretionary investment manager, the firm focuses on delivering written financial plans and investment analysis grounded in passive investment principles and fundamental analysis, with clients generally responsible for implementation unless other arrangements are made. Its engagements are billed on a project, hourly, or monthly subscription basis, and the firm does not accept percentage-of-assets-under-management fees or custody of client assets. Noteworthy distinctions include the firm’s explicit use of a monthly subscription option — an uncommon billing model for independent advisers — and the firm’s lack of AUM-based compensation and investment management services. The brochure also discloses the principal’s multiple outside business activities, including a software company whose tools may be used for client work, a related-party tax-preparation affiliate, and a business-continuity plan that states the firm would be dissolved in the event of the principal’s death.

To learn more about the advisors currently working at Bird Spring Financial 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.