About Us
We believe that true financial freedom creates the foundation for both achievement and joy, allowing our clients to discover their unique balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together.
We provide this through comprehensive financial planning, investment management, education and proactive service which is designed to exceed expectations.
Our Experience
Adam Finch, Matthew Bowden, and Phillip Hollander all hold the CERTIFIED FINANCIAL PLANNER® Certification. This certification is earned by planners who have successfully met stringent requirements encompassing Education, Experience, Ethics and Examination.
Our Team
At Two Bird Wealth Strategies, we’re all about helping you plan for the future with confidence. Our team is here to offer experienced guidance, personalized strategies, and a down-to-earth approach to wealth management. Get to know the people who are ready to support you every step of the way.
Core Values
Client First
We act in the best interests of our clients. Our team considers your overall financial picture, goals, and what money means to you to get a complete understanding of your financial situation. We clearly explain our recommendations and remain transparent along every step of the way as we work together. We value long-term partnerships. We want a working relationship where you can depend on reliable and consistent service. You don’t have to do this alone.
Integrity
We focus on quickly implementing the steps to a successful financial plan once we agree on a course of action. We account for, learn from, and promptly correct mistakes. We won’t cut corners or take the easy path. Your long-term goals are more important to us than short-term gain.
Our Team
We pride ourselves on the character and work ethic of our behind-the-scenes team. Our team invests their time, resources, and knowledge in the work they do for our clients. The Two Bird Wealth Strategies team displays kindness, care, understanding, and respect towards each other in order to do the same for our clients.
Innovative
We recognize that change is inevitable, and we are always ready to adapt. We grow every day by seeking out ways to improve. We believe that our methods can always be more effective, and we never stop thinking critically about ways to serve you better.
Our Client Advisory Council was established to provide the firm input from clients on various initiatives.
Client input plays a very important role at Two Bird Wealth Strategies and helps drive the integral part of our business. The board is represented by an active group of clients who provide feedback and suggestions on the services our company provides. In addition, they play an important role in the decision-making processes that affect the entire client base.