A complete list of active advisors currently associated with Bluebird Wealth Management LLC
Warmer can help you find a great advisor at Bluebird Wealth Management LLC or one who fits your needs even better.
Bluebird Wealth Management serves individual and high‑net‑worth clients as well as charitable organizations, providing fee‑only financial planning and discretionary portfolio management. The firm focuses on ongoing advisory relationships and separates its planning and investment services from commission‑based product sales. Investment decisions are guided by clients’ stated objectives and risk tolerances and implemented using a mix of modern portfolio theory, fundamental and quantitative analysis, with quarterly monitoring and the ability for clients to impose written investment restrictions. The firm integrates financial‑planning work into portfolio oversight and provides guidance on retirement‑plan rollovers while operating with discretionary trading authority for managed accounts. Noteworthy aspects include a small, credentialed advisory team that includes both a CFA charterholder and a CFP certificant, management of roughly $154 million in client assets, and an explicit policy of being strictly fee‑only with no commissioned product offerings. The firm generally recommends an institutional custodian and receives operational and technology support from that custodian, does not vote client proxies, does not permit client‑directed brokerage, and recently amended its ADV to discontinue custody related to trusteeship/executorship.
To learn more about the advisors currently working at Bluebird Wealth Management 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 |
|---|---|---|
Medfield, MA
| 15
| |
Medfield, MA
| 4
| |
Medfield, MA
| 8
|
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