For over 20 years, Don Bird has helped individuals and families make smarter financial decisions, combining expertise in investment management, retirement planning, and wealth-building strategies. His deep understanding of financial markets, combined with his MBA and CFP® designation, has allowed him to develop a holistic approach that goes beyond just growing wealth—it’s about creating financial security, freedom, and legacy.

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The Journey to Bird Financial Group

Don’s career began in traditional investment firms, where he worked with clients across all stages of life—from young professionals just starting out to retirees ensuring their wealth lasts for generations. With his experience in portfolio management, risk assessment, and financial planning, Don recognized a fundamental flaw in the industry: Too many financial firms prioritized commissions, sales quotas, and product-driven strategies over genuine client needs. Wealth management often felt impersonal, with complex jargon, hidden fees, and one-size-fits-all solutions that left clients confused rather than confident.

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This realization hit even harder as Don and his wife, Cat, were building their own financial future, carefully planning for their growing family and the legacy they wanted to create. He saw firsthand how important it was to have clear, transparent, and truly personalized financial guidance—advice rooted in trust, not sales.

That understanding led Don to a pivotal decision—to create a firm that puts clients first, always. Bird Financial was built on the same principles he applies in his own life: strategic planning, hard work, and an unwavering commitment to securing a future not just for today, but for generations to come.

 

Bird Financial Group: A Firm Built on Trust & Transparency
Don founded Bird Financial Group with a clear mission: to provide independent, fiduciary-driven financial advice that is transparent, unbiased, and tailored to each client’s goals. As a fiduciary, he and his team are legally and ethically obligated to act in their clients’ best interests—just the way financial advice should be.

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Bird Financial Group operates on four core principles:

✅ Independent, Unbiased Advice – No sales quotas, no commissions—just expert guidance that serves your best interests.

✅ Transparent Fee Structure – No hidden fees, no surprises.

✅ Credentialed Expertise – With an MBA and CFP® designation, Don brings advanced financial knowledge to every decision.

✅ A Holistic Approach – Wealth management isn’t just about investments—it’s about retirement security, tax efficiency, estate planning, and long-term financial success.

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Your Partner in Financial Success
At Bird Financial Group, Don works closely with clients to build, protect, and transition wealth with confidence. Whether it’s investment management, retirement planning, or financial education, he remains dedicated to the mission that started it all: To bring clarity, confidence, and independence to every financial decision.