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431 A Carlisle Drive, Herndon, VA 20170

(703) 481-6202

Expert Advice and Outstanding Customer Service

Great teams communicate well, focus on results, are organized, and enjoy what they do. Together for over 26 years, we are an effective team!

 Our ultimate goal is our client’s confidence in a wealth management plan that can serve them and their family for years to come.

Jim Birks, CFP®

Jim Birks, CFP®

Founder & Senior Wealth Advisor

J. D. Birks, CFP®

J. D. Birks, CFP®

Partner & Senior Wealth Advisor

Henry Hebda

Henry Hebda

Associate Wealth Advisor

Tori Birks

Tori Birks

Chief Operations Officer

Donnie Robson

Donnie Robson

Client Services Associate

Becky Birks

Becky Birks (Clients love her most!)

Client Relations

James Sayger

James Sayger

Wealth Planning Associate

Investment Custodian

Birks Financial has selected Charles Schwab & Co., Inc. as a custodian for our clients' accounts. Since 1987, Schwab has provided independent advisors with forward-thinking technology, the latest wealth services, and the ongoing support they need to deliver for their clients.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.