Bird Financial Advisors, LLC, (BFA) is a Registered Investment Advisor located in Minneapolis, Minnesota. We assist individual investors, trustees, and business retirement plan sponsors in achieving their long-term investment goals by combining a comprehensive approach to our work and a creatively conservative approach to our investing. Our investment vehicles include a core of institutional index funds and asset class funds, including funds from Dimensional Fund Advisors (DFA) and Leuthold Weeden Capital Management.
At BFA, we use our comprehensive experience in income, retirement and estate tax planning, as well as our understanding of insurance and investment vehicles to help our clients achieve their financial goals. We do not sell products and we explain our fees clearly to our clients, even listing them on our website. If you are like most people who have turned to BFA for advice, one of the following probably describes you:
* You have previously used or considered investment advisors who have not been able to beat a simple market index, and yet charge at least 1% of your assets (that you can see) to pick mutual funds, some of which have up front fees.
* You have previously used investment advisors who have not had the expertise to take a comprehensive look at your financial affairs, including not just your investments, but also your insurance, estate and income taxes, as well as your personal goals, to ensure that your financial plan is fully integrated.
* You are wary of investment advisors because you see them as people who try to sell you expensive investment products that you suspect are laden with hidden fees.
At Bird Financial Advisors, our clients are typically people who want an experienced, independent advisor rather than a product salesperson. Many of our clients are corporate executives, retirees, or business owners. Much of our communication can be done via the internet, and so we have clients throughout the country. Our services are typically most valuable to those who have at least: $150,000 or more of combined annual income or $1,500,000 or more of net worth*
*Referrals may be given special consideration.
