Who We Are
We take a holistic view of your financial and non-financial priorities and place the achievement of your life's plans, dreams and personal values before the strategic pursuit of wealth creation.
We go above and beyond simply investing. It may include helping you care for an aging loved one, working with your attorney on estate planning or helping you find your dream home.
We provide independent and unbiased financial advice to help you realize your personal and financial potential, empowering you to live the full and rich life you have earned.
With over 60 years of combined industry experience, a
team with renowned industry credentials, and an
established network of expert resources, we strive to
be your trusted advisors.
What We Do
At Vishria Bird Financial Group, we help you realize what's important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.
We help you plan your goals, implement them and guide you along the way to track the progress of your financial plan. We not only celebrate your accomplishments but also address any obstacles life throws at you to make sure you stay on track to achieving your goals.
We invest ourselves in your goals and dreams rather than investing into a financial product. At the end of the day, money is just a means to an end. You don't want a pile of money. You want the things money can provide for you, so you can live the life you have planned and dreamed for.