About Us
The name Two Bird reflects the partnership at the heart of our practice. In many traditions, paired birds symbolize balance, loyalty, and support. The bluebird brings optimism and joy; the blackbird brings wisdom and protection. Together, they embody our mission: helping you find balance between enjoying today and securing tomorrow – guiding you toward a future where the pursuit of achievement and happiness can 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, Matt Bowden, and Phil 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.
Client Advisory Council
Client council members are not affiliated or registered with Cetera Wealth Services LLC. Any information provided by the council is in no way related to Cetera Wealth Services LLC or its registered representatives.
Frequently Asked Questions
Do I need a financial advisor for retirement planning?
Some individuals choose to manage retirement planning on their own, while others prefer working with a financial advisor for additional guidance. A retirement planner can help evaluate income needs, investment strategy, tax considerations, and long term sustainability. Working with an advisor may be helpful if your financial situation involves multiple accounts, income sources, or planning decisions.
How much money do I need to retire?
The amount of money needed for retirement depends on factors such as lifestyle expectations, retirement age, health care costs, and other income sources. Rather than relying on a single number, many financial plans use projections to evaluate different scenarios. A financial advisor can help assess your current savings and explore strategies that align with your retirement goals.
What is wealth management?
Wealth management is a comprehensive approach to financial planning that integrates investment management, retirement planning, tax strategy, and long term financial decision making. Wealth strategists often use this approach to help coordinate multiple aspects of a client’s financial life in support of both short term needs and long term objectives.
Can a financial advisor help reduce taxes?
A financial advisor may help identify tax aware strategies related to investments, retirement accounts, and income planning. While advisors typically do not replace tax professionals, they often work alongside accountants to help align financial decisions with tax considerations. This coordinated approach can help clients better understand how taxes may affect their overall financial plan.
Should I work with a local financial advisor?
Working with a local financial advisor can offer advantages such as familiarity with regional tax considerations, economic factors, and community dynamics. For individuals in Ann Arbor and surrounding areas, a local advisor may also provide more opportunities for in person meetings and ongoing communication.
What is a Wealth Strategist?
A wealth strategist typically takes a comprehensive approach to financial planning by integrating elements of investment management, retirement planning, tax awareness, and long term wealth coordination.
While titles can vary across the industry, the term wealth strategist is often used to reflect a broader planning relationship that goes beyond investments alone. In many cases, a wealth strategist combines aspects of both traditional financial advising and wealth management to help clients evaluate financial decisions within the context of their overall goals.
At Two Bird Wealth Strategies, this approach emphasizes thoughtful planning, long term relationships, and coordination across different areas of a client’s financial life.