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    Financial Gravity

    1.0 (2 reviews)
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    Services - Financial Gravity

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    3 years ago

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    8 years ago

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    BirdRock Wealth

    BirdRock Wealth

    (2 reviews)

    I first met Steve about 10 years ago & after getting to know him, Stephanie & the rest of the team,…read moreI decided to move all of my asset accounts to his firm. I love that he is a fiduciary, rather than just a standard management firm. Knowing that they have my future interest truly at heart means a lot to me. We review my account regularly & he assesses my risk profile & where I want to be and we adjust it accordingly as we go. I really appreciate this level of service as my last firm just sent yearly statements, frequently changed who was in charge of my account & just an envelope to send more money with zero interaction....It's nice to know that I can now see the future & HOW to make it what I feel it will need to be so when retirement does come, I can be prepared. Thank you Steve!

    My mother and I invested her total retirement portfolio with BirdRock and I am very happy with the…read moreresult. Stephanie and Steve took the time to assess her risk tolerance, short and long term goals, and built a portfolio that was both comfortable and easy to understand. What I appreciate most about BirdRock is that they are a fiduciary, meaning they are legally obligated to act in their clients' best interests. They charge no commissions, only a flat percentage, so their success is tied to ours - they win when we win. So I am assured in knowing their motivations are in harmony with ours. I feel very secure knowing my mother's funds are in good hands with BirdRock. I am extremely satisfied and strongly recommend.

    Financial Gravity - taxservices - Updated July 2026

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