Homewood, AL Office
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Timberchase Financial, LLC
Team
Firm-wide stats for Timberchase Financial, LLC
About
Timberchase Financial, LLC provides personalized financial planning and discretionary investment management to individuals — including high‑net‑worth clients — and, on occasion, to trusts, estates, charitable organizations, and small businesses. The firm operates on a fee‑only basis, manages roughly $280 million in discretionary client assets for a relatively small client base, and does not accept commissions or third‑party referral fees.
Investment management emphasizes strategic passive asset allocation using no‑load mutual funds and exchange‑traded funds, with portfolios globally diversified and fund selection evaluated for cost‑effectiveness using public sources such as Morningstar; the firm also advises clients on allocating employer retirement plan accounts within the limits of plan offerings. Timberchase typically manages accounts on a discretionary basis under limited power of attorney and provides periodic reviews and reporting at least quarterly.
Notable operational features include offering an alternative fixed‑fee engagement option and maintaining legacy clients on older, differing fee arrangements, with fees negotiable in certain circumstances. The firm discloses it may have custody through access to client login credentials (subjecting those accounts to an annual surprise examination), does not routinely vote client proxies, and reports no material affiliations with product sponsors or use of performance‑based fee structures.
Based on Timberchase Financial, LLC
Expertise
Based on Timberchase Financial, LLC
Location
3310 Independence Drive
Homewood AL 35209
Advisors at this office
4
Advisors at this office
Peyton W
Series 65
Homewood, AL
Timberchase Financial, LLC
Peyton Watts is a financial advisor at Timberchase Financial, LLC with 8 years at the firm and a total of 15 years of professional experience, including 11 years at Page Law Firm, LLC. He holds a Series 65 designation and is based in Homewood, Alabama. Timberchase Financial, LLC offers personalized financial planning and discretionary investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only model and emphasizes strategic passive asset allocation using no-load mutual funds and ETFs, managing approximately $280 million in client assets.
Zachary B
Series 65
Homewood, AL
Timberchase Financial, LLC
Zachary Billante is a financial advisor at Timberchase Financial, LLC, holding a Series 65 designation with one year of industry experience. Before joining Timberchase, he worked briefly at Ankerstar Wealth and spent four years affiliated with Samford University. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients. The firm emphasizes strategic passive asset allocation with no-load mutual funds and ETFs, managing approximately $280 million in discretionary assets while operating on a fee-only basis.
James M
CFP®, Series 65
Homewood, AL
Timberchase Financial, LLC
James Moore is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Timberchase Financial, LLC since 2020 and previously spent eight years at PriceWaterhouseCoopers. Outside of his advisory role, Mr. Moore is a shareholder in LRJ, LLC, which provides decentralized network coverage for internet and 5G wireless through the Helium network. Timberchase Financial, LLC offers personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic passive asset allocation with globally diversified portfolios using no-load mutual funds and ETFs, managing approximately $280 million in discretionary client assets on a fee-only basis.
Bryan H
CFP®
Homewood, AL
Timberchase Financial, LLC
Bryan Hancock is a CFP® professional with 22 years of experience in financial advising. He has been with Timberchase Financial, LLC since 2004. In addition to his advisory role, he serves as an adjunct instructor of finance at Samford University in Birmingham, AL. Timberchase Financial, LLC provides personalized financial planning and discretionary investment management primarily to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic passive asset allocation with globally diversified portfolios and cost-effective fund selection, managing approximately $280 million in discretionary client assets on a fee-only basis.
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