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Timberchase Financial is a wealth management and financial planning firm operating in Birmingham, Alabama and Bend, Oregon, aligned to fiduciary standards and offering fee-only services. It serves typically high-net-worth families (net worth around $2 million or more) with financial planning, tax planning, and investment management, plus estate and legacy planning and other wealth-transition services. The firm emphasizes values-based investing and guidance through life events such as retirement, inheritance, divorce, and business transitions, and it is 100% employee-owned.
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timberchase.net shapes more of what AI says about Timberchase Financial than any other source, at 100% of its citations.