Our Mission, Vision, and Values

Timberchase Financial® is a wealth management & financial planning firm in the Birmingham, Alabama and Bend, Oregon areas, proudly holding to a fiduciary standard. Timberchase provides services for families who typically have a net worth of $2 million or more, on a fee-only basis.

Mission

The mission of Timberchase Financial is to foster financial direction in the lives of our clients, prospects, employees, and owners to support each one's life purpose, and to improve the lives of vulnerable children.

Vision

The vision of Timberchase Financial is to serve clients who receive substantial value and an elegant personal experience from a relationship with us and by having employees who are passionate about what we do.

Core Values

Our values guide us and shape our approach to client relationships, decision-making, and service delivery. Our core values are:

Focus - We maintain attention on our clients’ long-term financial goals.
In a world full of distractions, we remain grounded in what truly matters to you, such as your life purpose, priorities, and values. We filter out noise, stay disciplined through market cycles, and align strategies with your financial vision.

Personal Connection - We work to build trusted, long-term relationships that go beyond the numbers.
Financial planning is deeply personal. We take time to understand your story, your family, and your aspirations—so recommendations are designed to foster confidence and clarity.

Thoughtfulness - We take a deliberate, empathetic, and proactive approach to your financial life.
From anticipating future needs to navigating life transitions, we think beyond spreadsheets. Our advice is rooted in both analysis and empathy, carefully considering not just what’s optimal on paper, but also what’s right for you and your values.

Transparency - As a fee-only firm holding to a fiduciary standard, we are aligned with your best interests.
We are straightforward about how we’re compensated, what you’re paying for, and why we recommend a given course of action.

Collaboration - Our team works together to navigate life’s financial complexities.
Financial success doesn’t happen in a vacuum. Whether working with your CPA, attorney, or family members, we coordinate efforts across your entire financial landscape, collaborating with you to ensure your plan stays aligned with your life.

Accuracy - We aim to deliver precision and diligence in everything we do.
Whether it’s building a cash flow model, rebalancing an investment portfolio, or preparing for a major transition, details matter. We hold ourselves to the highest standards so you can move forward with confidence and peace of mind.