A complete list of active advisors currently associated with Birn Financial Inc

Warmer can help you find a great advisor at Birn Financial Inc or one who fits your needs even better.

Birn Financial Inc provides financial planning and advisory services, and also offers fractional CFO services that can include tax review, strategic planning, and business financial management. The firm serves individuals, high-net-worth individuals, and corporate or business clients, and structures engagements as one-time projects or ongoing advisory relationships. The firm’s approach is financial-planning–based and oriented toward long-term strategic recommendations rather than active trading or market timing. Birn Financial does not execute securities transactions or provide ongoing discretionary portfolio management; instead it makes recommendations and may coordinate implementation with a client’s chosen broker, custodian, or other financial professionals. Compared with many solo independent advisers, Birn Financial is notable for explicitly serving corporate/business entities and for offering fractional CFO work in addition to personal financial planning. It also uses negotiated, fixed, or hourly fee arrangements instead of percentage‑of‑assets fees, and discloses that, in limited circumstances (for example under a power of attorney or trustee arrangement), it may be authorized to move client funds or be deemed to have custody.

To learn more about the advisors currently working at Birn Financial Inc, 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.