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BlueBird Advisory is an independent fiduciary financial advisory based in Boulder, Colorado, offering customized wealth management and planning services. Their offerings include investment management with tailored strategies, financial, tax and insurance planning, and real estate investing through 1031 exchanges and Delaware Statutory Trusts, as well as access to alternative investments like Bitcoin. They emphasize a client-first, transparent approach and aim to help clients navigate market volatility and reach long-term financial goals with a proactive, comprehensive plan.
AI named BlueBird Advisory in February 2026.