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.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Stay Up-to-Date with Our Latest News and Insights
Weekly Market Commentary: Markets Are Enthusiastic for the Right Reason—Strong Earnings Growth
Another week and continued optimism over progress in the Middle East and strong earnings gains have kept the rally rolling. April isn’t quite over yet, but the S&P 500 is up 9.8% this month, which would be the second-best April ever (only 2020 was better)....
Tax Efficient Retirement Planning Strategies for Long Term Financial Clarity
Retirement planning is often focused on savings, investment performance, and income goals. While these elements are important, taxes can play an equally significant role in shaping long term outcomes. Without thoughtful planning, taxes can reduce retirement income...


