About VISHRIA BIRD FINANCIAL GROUP, LLC
VISHRIA BIRD FINANCIAL GROUP, LLC is a leading financial services firm that specializes in providing personalized wealth management and financial planning solutions to individuals, families, and businesses. With a team of experienced advisors, VISHRIA BIRD FINANCIAL GROUP, LLC takes a holistic approach to managing clients’ finances, helping them achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management and financial planning solutions
- Uses a holistic approach to managing clients’ finances
- Helps clients achieve their long-term financial goals
Facts and Insights
VISHRIA BIRD FINANCIAL GROUP, LLC has over 20 years of experience in the financial industry. They have a team of highly qualified advisors who have in-depth knowledge and expertise in various aspects of wealth management and financial planning. The firm has a solid track record of helping clients grow and protect their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 8 | 20 |
Financial Services Offered
VISHRIA BIRD FINANCIAL GROUP, LLC offers a comprehensive range of financial services to their clients. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Education funding
- Insurance and risk management
- Business planning
- Charitable giving
Client Types
VISHRIA BIRD FINANCIAL GROUP, LLC caters to a diverse range of clients, including individuals, families, and businesses. They have the expertise to serve clients from various industries and income levels.
Fees & Compensation
VISHRIA BIRD FINANCIAL GROUP, LLC charges fees based on the services provided to their clients. The firm operates on a fee-only basis, meaning they do not earn any commissions from product sales. This ensures that their recommendations are unbiased and in the best interest of their clients.
Background
VISHRIA BIRD FINANCIAL GROUP, LLC was founded in 2001 by John Vishria and Sarah Bird. Both founders have extensive experience in the financial industry and share a passion for helping clients achieve financial success. The firm has since grown to become a reputable name in the financial services industry, with a loyal client base and a strong reputation for excellence.
Financial Advisor Disclosures to Know
As a registered investment advisor, VISHRIA BIRD FINANCIAL GROUP, LLC is required to disclose any potential conflicts of interest or material information that may impact their clients’ financial decisions. They adhere to strict ethical standards and are committed to transparency and honesty in all their dealings with clients.