In this second installment of their 2026 outlook coverage, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into the parts of Carson’s midyear outlook, “Riding the Wave,” that...
More Than Financial Advisors We Are Your Trusted Partner
We believe true financial freedom creates the foundation for pursuing both achievement and joy, helping our clients find the perfect balance between securing tomorrow and living fully today. Through thoughtful collaboration, we help build futures where success and happiness thrive together.
What We Do
The passion of our financial advisors is to help people find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you achieve.
Our Team
At Two Bird Wealth Strategies, we’re all about helping you plan for the future with confidence. Our Ann Arbor based 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.
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Which Type of Life Insurance is Right for Me?
Life insurance can play an important role in a financial plan, but the right policy depends on your goals, budget, and time horizon. Some people need coverage for a specific period, while others want lifelong protection, cash value growth, or added flexibility. At a...
Market Commentary: Carson 2026 Midyear Outlook—Still Riding the Wave
Yes, the S&P 500 was down last week, falling 1.5%, but as we’ve been talking about throughout the year, this has been the year of diversification. Technology-oriented US large cap stocks led declines, but value stocks held up fine, as did developed international...
Frequently Asked Questions
What does a financial advisor do?
A financial advisor or wealth strategist helps individuals and families make decisions about their finances by providing guidance on investments, retirement planning, tax strategy, and long term financial goals. Depending on the scope of services, an advisor may also assist with estate planning coordination, risk management, and business financial planning. Many people work with a financial advisor to bring structure and clarity to their overall financial strategy.
What is the difference between a financial advisor and a financial planner?
A financial planner typically focuses on long term financial planning, such as retirement strategies, cash flow planning, and goal based financial modeling. A financial advisor is a broader term that may include both financial planning and investment management. In practice, many professionals provide both services, so it is often helpful to understand the full scope of what an advisor offers rather than focusing only on the title.
What is a fiduciary financial advisor?
A fiduciary financial advisor is required to act in the best interests of their clients when providing financial advice. This generally means recommendations are made based on the client’s goals and financial situation rather than commissions or product incentives. Many individuals prefer working with a fiduciary advisor because of this standard of care.
How do I choose a financial advisor in Ann Arbor?
Choosing a financial advisor involves evaluating several factors, including experience, services offered, fee structure, and communication style. It can also be helpful to confirm whether the advisor acts as a fiduciary and how they approach financial planning. For individuals in Ann Arbor, working with a local advisor may provide additional insight into regional financial considerations and allow for more personalized communication.
How much does a financial advisor cost?
The cost of working with a financial advisor can vary depending on the services provided and the advisor’s compensation structure. Some advisors charge a percentage of assets under management, while others may charge flat fees or hourly rates. It is important to ask how fees are structured and what services are included so you can understand how the relationship aligns with your needs.
