Welcome to Timberchase Financial

Timberchase Financial, LLC is an independent, fee-only, financial planning and investment firm which exists to help you use or develop your financial resources more effectively.

Our Guiding Principles

• Help You Follow Your Passion - Timberchase Financial will seek to understand, help develop, and plan for the fulfillment of your goals by leveraging and focusing your financial resources so they support your passion or calling in life.
   
  
• Provide Fee Only Services - Timberchase Financial believes that financial advisors are loyal to their source of compensation. As a fee-only firm, compensation is not accepted from any source other than you so that what you receive is objective, personal, and based only on your needs. We do not sell any financial or investment products.
   
  
• Provide Value-Added Services - Timberchase Financial seeks to provide you services which add value, are cost effective and, when possible, are simple rather than complex.
   
  
• Provide Institutional Style Investment Advice - Timberchase Financial believes in asset class investing, a methodical approach grounded in academic research designed to increase the probability of higher returns for your chosen asset allocation. Our advice focuses on investments tailored to your personal needs with an eye on tax efficiency and low investment expenses.
   
  
• Provide Personal Service - Financial matters are very personal. Timberchase Financial will provide personal, in-depth service to you.

       Listen to the Focus on Fiduciary interview (mp3)