WHAT WE DO
Build Wealth. Secure Your Future.
Retire With Confidence.
We simplify financial lives with expert investment management, personalized wealth strategies, and exceptional client service.
As a trusted fiduciary with 20+ years of experience, Bird Financial is dedicated to helping clients achieve financial clarity and success.
OUR WEALTH MANAGEMENT PLANS
1. Wealth Builder Plan (Mid-Level)
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For Individuals Starting Wealth Accumulation ($250K+ investable assets)
Minimum Retainer: $10,000 - $15,000/year | AUM Fee: 1.5%
🔷 Comprehensive Financial Plan
🔷 Investment Strategy & Risk Management
🔷 Retirement Roadmap
🔷 Tax-Efficient Wealth-Building Strategies
2. Legacy Plan (Premium-Tier)
For High-Net-Worth Individuals ($1M+ investable assets)
Minimum Retainer: Customized Pricing​ | AUM Fee 1.0%
🔷 Estate & Trust Planning
🔷 Advanced Portfolio Design
🔷 Tax Optimization Strategies
🔷 Business Succession & Asset Protection Planning
3. Dynasty Plan (Legendary-Tier)
For Ultra-High-Net-Worth Families ($5M+ investable assets)
Minimum Retainer: Customized Pricing | AUM Fee: 0.75%​
🔷 Multi-Generational Wealth Strategy
🔷 Business Exit Planning & Liquidity Strategies
🔷 Private Wealth concierge Services
🔷 Philanthropic & Legacy Foundation Planning
WHY CHOOSE BIRD FINANCIAL?
Over 20 Years of Expereince
We believe in empowering individuals and businesses to take control of their financial future. Our founder and principal, Donald Bird, has been guiding investors to smarter financial decisions for over two decades.
With deep expertise in financial planning, investment management, and wealth-building strategies, Don takes a personalized approach to help clients achieve their goals. Whether you're planning for retirement, growing your assets, or building a lasting legacy,
Bird Financial is here to provide the knowledge, tools, and strategies to make it happen.
Fiduciary Approach
We are fiduciaries. This means we are legally and ethically obligated to put your interests first—always.
We believe financial advice should be free from conflicts of interest, transparent, and tailored to your unique needs.
Our focus is solely on delivering objective, personalized strategies that align with your financial goals.
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This is how financial advice should be delivered.
Independent & Unbaised Advice
We provide truly independent, conflict-free financial advice designed with your best interests in mind.
As an independent Registered Investment Advisor (RIA) firm, we are not tied to any brokerage, bank, or proprietary products—meaning the strategies we recommend are based solely on what’s right for you.
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When it comes to your financial future, you deserve unbiased advice you can trust. That’s exactly what we deliver.
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Transparent Fee Structure
We believe financial advice should be clear, fair, and free from hidden costs.
That’s why we operate with a transparent, straightforward fee structure—so you always know exactly what you’re paying for.
With Bird Financial, you get honest guidance, full transparency, and a financial plan built around you—no surprises, no hidden fees, just real value.
Credentialed Experience
Expertise matters. With both an MBA and the CFP® designation, we bring a deep well of knowledge, strategic insight, and professional integrity to every financial decision.
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These credentials represent our commitment to excellence, ensuring that you receive guidance backed by rigorous education, industry best practices, and a fiduciary duty to act in your best interest.
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When it comes to your financial future, work with a firm that has the credentials to back it up.
Get Started TODAY!
Our services are designed to address your unique needs and empower you to achieve your goals with confidence. We offer a range of specialized services tailored to your specific requirements, including:
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Personalized Financial Planning
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Comprehensive Wealth Management
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Advanced Investment Strategies:
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Concierge Services: Enjoy VIP treatment with our concierge services, providing you with personalized support, priority access to experts, and convenient coordination of your financial affairs.
Our team of experts is dedicated to helping you navigate life's complexities and achieve financial success on your terms.
GET BIRD ADVICE ON YOUR
MOST IMPORTANT QUESTIONS
Build Wealth. Secure Legacy. Elevate Your Future.
Financial success isn’t just about making money—it’s about positioning yourself for long-term stability, freedom, and legacy-building. At Bird Financial Group, we go beyond basic financial planning to deliver elite, customized investment strategies that align with your goals, your values, and the future you’re building.
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We serve high-achievers, business owners, and legacy builders who demand more than cookie-cutter advice. Whether you’re starting your wealth journey, scaling your investments, or securing generational prosperity, we design strategies that put you in control of your financial destiny while ensuring your wealth works for you.
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With our Strategic Investment Advisory Solutions, you gain:
✅ Personalized Wealth Strategies – From entry-level investing to multi-generational wealth planning.
✅ Expert-Led Financial Guidance – Backed by deep expertise and a commitment to results.
✅ A Clear Path to Freedom – Protect your assets, optimize your portfolio, and create lasting wealth.
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Bird Financial Group is more than an advisory firm—we’re your partners in financial elevation. Your legacy starts now. Let’s build it together.
Donald J. Bird, MBA, CFP®
Principal
