J. D. Birks, CFP®
Family owned, operated, & oriented financial planning & wealth management firm
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Serving Clients Nationwide
Family owned, operated, & oriented financial planning & wealth management firm
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About J. D. Birks, CFP®
J. D. Birks grew up in Sterling, Virginia, and graduated from the College of William & Mary in 2017. In February 2024, he completed his six years of service in the Virginia Army National Guard as a Sergeant in the Infantry. J. D. and his wife Aubrey live in Arlington, Virginia, with their son Jacob and their yellow lab Moose.What have you been up to lately?
In 2018 I decided to read every Pulitzer-prize-winning biography of American presidents. So far I've read Truman's, Adams', Washington's, Jackson's, Teddy Roosevelt's, and Grant's. I most recently took a slight detour into French Emperors with Napoleon by Andrew Roberts.
What is your dream job?
Is it cheating to say this one? I love learning, and by extension sharing what I know.
What are your wardrobe constants?
Like President George H. W. Bush, I enjoy 'fun' socks. If they are fashionable, someone else bought them for me.
What is the catchphrase you use the most?
In the wise words of Jocko Willink, "Good".
Most humbling moment (lately)?
Failing Ranger school.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
431 A Carlisle Drive, Herndon, VA 20170
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get your no-cost retirement assessment and learn more about our process. The first step is a 20-minute call to identify if we have the right expertise to help you. I look forward to speaking with you.Offers Investment Management
Yes
About Birks Financial
At Birks Financial, we realize that the transition to retirement can be both exciting and complicated. Our passion is to simplify the process, remove any worries or concerns, and instill confidence and peace of mind regarding your retirement income and wealth plan so you can enjoy a meaningful life.We are an independent and family run wealth management firm. Unlike an employee of a mutual fund company, bank, or insurance company, our advisors act as a fiduciary for their clients and place 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.
Who We Work With
Finding an advisor that specializes in people like yourself can be difficult. Birks Financial principally works with families who are at, or near, retirement. Our typical clients are looking for a comprehensive wealth management plan that touches on every area of their life, from their cash flow and investment strategy to tax planning and risk management.
Our clients tend to be aggressive savers, frugal, and live within their means. They typically have a investment nest egg of over $2,000,000.
Retire Successfully With Birks Financial
✔️ Retirement Planning
✔️ Portfolio Management
✔️ Estate and Legacy Planning
✔️ TaxPlanning
We invite you to start your journey with us by coming in for a conversation about Winning at Retirement.
Education
William & Mary, Bachelor's degree, Major in Computer Science, Minor in Economics
Hobbies and Interests
- Family
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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