Our Specialty is providing independent, comprehensive financial planning services to individuals in need of investment guidance and portfolio consulting over the age 50—generally 10-20 years from retirement, or already retired.

Our Commitment is to provide you with unbiased advice as your trusted advocate.  We listen to what’s important to you and customize your plan to meet your individual needs and goals. 

Our Investment Philosophy is based on the principles of global diversification, tax management, long-term performance, and controlling fees and costs.

Our Typical New Client Profile:

• Wants a relationship with an honest and competent advisor.
  
• Is serious about achieving retirement goals.
  
• Has a minimum of $500,000 to invest. For example, if you have a $300,000 IRA, a $100,000 trust account and a $100,000 joint account, you would satisfy our minimum.

What You Can Expect

Objective Advice — Birks Financial Advisors, LLC is an Independent, fee-based financial and retirement planning firm. We work for you, our client, not a company that markets products.  Our complete focus is on what is best for you!

Expertise — Jim Birks, President of Birks Financial Advisors, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional and a  Chartered Retirement Planning Counselor^SM. Jim has over 20 years experience in Northern Virginia helping individuals and families develop investment strategies to reach their goal for a successful and fulfilling retirement.  He maintains a solid, loyal base of clients who have continued confidence and trust in his integrity and advice.

Accessibility — We are able to provide the exceptional personal service our customers expect and deserve by limiting the number of clients we work for.