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 and certain charitable organizations with fee-only financial planning and discretionary portfolio management. The firm provides ongoing investment advice and financial planning but does not sell or accept commissions on insurance or other commissioned products. The three-advisor team develops tailored investment policies and constructs portfolios using a mix of fundamental, quantitative, and Modern Portfolio Theory approaches, and it permits clients to impose written investment restrictions. Financial planning is offered as separate engagements (fixed-fee or hourly) and rollover recommendations are documented and provided under a stated best-interest framework. Compared with many peers, Bluebird operates with no stated account minimums and highlights a compact advisor team that includes advanced professional credentials (including CFA and CFP designations). The firm is also willing to serve as trustee or executor for certain client estates (a form of custody that triggers an independent surprise examination), and it does not participate in wrap-fee programs.
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
| 14
| |
Medfield, MA
| 4
| |
Medfield, MA
| 8
|
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