Meet Byrd Capital

    Byrd Capital is an SEC registered fee-only advisor providing comprehensive Asset and Wealth Management along with Financial Life Planning services.

We specialize in working with private individuals and families, as well as with select institutions such as pension and non-profit funds.

    You may engage us to strictly manage your assets, or you may choose a relationship involving our full Wealth Management and Life Planning guidance and counsel.

Our services are specifically designed to provide you with maximum flexibility when choosing the depth of our involvement.

    Byrd Capital never takes possession of your money!

A third-party custodian such as Schwab Institutional physically holds your assets and you have direct, personal access to them at all times. The third-party custodian also maintains all holdings and values, so there can never be “Madoff-type Event”!

    Because we are a fee-only firm, we are significantly different than advisors who work for - or have an affiliation with - a stock broker and/or an insurance company.

We are never influenced or pressured to recommend investment strategies that are encumbered with commissions or other sources of conflict of interest. This means that you can have complete confidence that you will never be exposed to commission-tainted investments or advice. 

    Byrd Capital's Life Planning approach is also unique in the investment and wealth management industry because we use a values-based and financially holistic approach when working with our clients.

This means that knowing why you invest is just as important as knowing what you have to invest.

    The long term objective for our relationship will be simple - to be your Trusted Advisor.

This means that when faced with important financial decisions, you are comfortable turning to us for honest and objective counsel because we have earned your trust and confidence.

Learn More About Us >>  Our Who We Are