Trust. When you work with BirdRock, you’re getting advice backed by a Fiduciary. We’re a Registered Investment Advisor (RIA) and not conflicted by commission-based products, insurance, annuities or any other high-fee investment vehicle. We are obligated to act in the best interests of our clients and we take that role seriously. In fact, we take it so seriously that we invest our own assets right alongside our clients.
Working with the BirdRock Investment team means a partner you can count on through thick and thin. Markets can be volatile and having an experienced team you can count on is key. Our Senior investment team has over 20 years, each, of financial service experience. We’re here to help you develop a financial strategy that can stand the test of time.
Partner with a BirdRock Advisor and you’re embarking on a collaborative journey. It’s not just about today but planning for the future. Our goal is to help you understand where your money is invested, how your investments are performing, adjusting to your life changes, and helping to see how you’re hitting your financial goals.
We understand that you will have questions—we actually encourage them because it’s a team approach.
As a fee-only, independent Investment Advisor, our interests are aligned with yours. Since we don’t get paid on a commission or sell any products where we would benefit, our only objective is a financial solution that meets your objectives. Sounds simple, right? It should be but most Advisors are still not Fiduciaries for their clients. Ours is a modern approach to Wealth Management that has, at its foundation, transparency, accountability, and taking ownership. We want you to succeed—at each stage of your journey. Each person’s path is different and getting there isn’t a generic one-size fits all template.
Our promise to you is that you’re not just another client. You’re a long-term partner. We design our advice with the goal of minimizing costs so you have more money to invest—and grow. You’ll always know what you’re paying.
We have partnered with Charles Schwab, Fidelity, and TD Ameritrade so you know you have true open architecture which allows us access to virtually any investment with safety, security and growth potential.
Experience through many different market cycles with the same, experienced investment team in place is an important component to our success. Our investment team has been together since the firm’s inception in 2006. We also have ownership in the firm since we’re all partners.