Birks Financial Corp.
Retirement and Investment Advisor

SugarOak Office Retreat
431 A Carlisle Drive
Herndon, VA 20170





Our passion is helping you create a Great Retirement!


We want you to have confidence that the kind of life you want to live in retirement is aligned with your retirement income plan. Our unique process and planning tools remove the stress and confusion of retirement planning while allowing you to get the best life possible with the money you have. During our initial meeting(s) we develop your tailored retirement plan.

  • Our process is specifically designed to help people who are at or near retirement.
  • We also determine how to minimize your taxes, maximize your Social Security, and simply and optimize your portfolio.

What having this plan means to you:

  • Relief
  • Confidence
  • Peace of Mind












For clients that want the benefit of an ongoing relationship, we manage your portfolio, review your estate plan, and help protect you from fraud.










What this means to you:

  • Happiness
  • Satisfaction
  • Pride



Independent Advice since 1997
Birks Financial is an independent and family run financial planning firm. Unlike an employee of a mutual fund company, bank, or insurance company, our advisors act as a fiduciary for their clients and places your interests first. Advisors with the coveted CERTIFIED FINANCIAL PLANNER™ (CFP®) certification must meet specific requirements related to financial knowledge, industry experience and ethical guidelines.