Birks Financial Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, offering written financial plans, ongoing retained planning, and assistance implementing investment policy statements. The firm also facilitates the preparation of estate-planning documents through a partnership with Wealth, Inc., with clients able to access that third‑party platform as part of the service offering.
BFC’s investment process is long‑term oriented and begins with a thorough risk‑tolerance assessment and the establishment of an Investment Policy Statement; portfolios are generally constructed from model no‑load mutual fund allocations and are rebalanced per the IPS. Unlike most peer firms in this supported category, BFC manages client assets on a non‑discretionary basis and will recommend third‑party money managers when appropriate without receiving referral compensation.
A few operational practices distinguish BFC from many peers: clients are required to use a specified qualified custodian and BFC does not aggregate (block) trades, which can affect execution differences across accounts. The firm’s marketing also incorporates client testimonials, an uncommon advertising practice among similar advisers, and the advisor pays for client access to the Wealth, Inc. estate‑planning platform.
Client services
Expertise
Fee options
Flat fee for Financial Plan ranges from $1,900 to $30,000 depending on project scope
$0 - $500,000: 1.5% $500,000 - $2,000,000: 1.0% $2,000,001+: 0.75%
Up to $1,000 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $12,500 minimum annual fee, may be waived at discretion Fee-only: All advisory fees are paid directly by clients; no commissions are received by the firm
Main office
431 A Carlisle Drive
Herndon VA 20170
Advisors at this office
3
Most active in
Louisiana · Maryland · Massachusetts · New Hampshire · Texas · Virginia
Also doing business as
Birks Financial Advisors LLC · Birks Financial Advisors, L.L.C. · Birks Financial Corp. · Birks Financial Corporation
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.
Quick links
Advisors at this firm
Victoria B
Series 65
Herndon, VA
Birks Financial Corp.
Victoria Birks Styron is a financial advisor at Birks Financial Corp. with a Series 65 designation and three years of industry experience. Prior to joining Birks Financial in 2021, she worked at Arthritis and Sports and held positions at Gardner Webb University and Loudoun County Public Schools. Birks Financial Corp. is an independent, fee-only investment adviser specializing in retirement-focused financial planning and portfolio management for individual clients and trusts, particularly high-net-worth households. The firm uses a long-term, fundamentally driven investment approach with model portfolios primarily composed of no-load mutual funds and provides advice on a non-discretionary basis.
James B
CFP®, Series 65
Herndon, VA
Birks Financial Corp.
James Birks is a CFP® certificant and holds a Series 65 license with nine years of industry experience. He is the principal at Birks Financial Corp. and has prior experience serving six years in the Virginia Army National Guard. He attended the College of William and Mary from 2013 to 2017. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, providing written financial plans, ongoing retained planning, and assistance with investment policy statements. The firm employs a long-term investment process beginning with risk-tolerance assessments and uses model no-load mutual fund allocations, managing assets on a non-discretionary basis and partnering with third-party money managers when appropriate.
James B
Series 63, Series 65
Herndon, VA
Birks Financial Corp.
James Birks is a financial advisor with Birks Financial Corp. in Herndon, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Birks Financial Corporation since 1996 and previously with Signator Investors, Inc. since 1989. In addition to his advisory role, he is an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. advises individual and trust clients on retirement planning and investment management through written financial plans, ongoing planning, and assistance with investment policy statements. The firm follows a long-term, risk-tolerance based investment process, managing assets on a non-discretionary basis and offering clients access to third-party estate-planning services.
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