About Timberchase Financial
Timberchase Financial® is a fee-only wealth management and financial planning firm serving families from Birmingham, Alabama and Bend, Oregon, with clients around the world. We have proudly held to a fiduciary standard since our founding in 2004.
We work best with families who want a long-term relationship, thoughtful planning, and investment guidance that fits the bigger picture of their life.
If you’re wondering whether your plan is on track, a simple next step is a second opinion. It’s low-pressure, practical, and helps you get clear quickly.
Who We Serve
We typically serve families who have a net worth of $2 million or more and want a comprehensive approach to their financial life.
Many of the people we meet:
Have real complexity (taxes, concentrated stock, business ownership, multiple accounts, inheritances, family transitions)
Want to protect their family and make good decisions without being consumed by money
Value privacy, discretion, and a steady hand
What We Do
We believe wealth management is an approach to addressing your entire financial life. Our process is designed to help you gain command of your money and make decisions with confidence. If we believe we can be of substantial value, we’ll provide a custom proposal. If we’re not a great fit, we’ll help you find a better option.
What We Believe
Mission: The mission of Timberchase Financial is to foster financial direction in the lives of our clients, prospects, employees, and owners to support each one’s life purpose—and to improve the lives of vulnerable children.
Vision: Our vision is to serve clients who receive substantial value and an elegant personal experience from a relationship with us, alongside employees who are passionate about what we do.
Values (How you’ll experience us):
Focus — We keep attention on your long-term goals and filter out noise.
Personal Connection — We build trusted relationships because planning is personal.
Thoughtfulness — We’re deliberate, empathetic, and proactive—not reactive.
Transparency — We’re clear about compensation, costs, and recommendations.
Collaboration — We coordinate across your whole financial landscape (including your accountant and attorney when helpful).
Accuracy — Details matter, and we hold ourselves to a high standard.
Is Timberchase Right for You?
We may be a good fit if:
Your situation is complex and you need help gaining command of your money
You don’t have the time, interest, or expertise to manage the complexity of your finances
You want a long-term, comprehensive solution
You want to minimize the conflicts of interest that are common in financial advice
You are skeptical of advice you’ve received in the past and want an independent perspective
Your focus is providing for your family and using money as a tool to support what matters
You value privacy
We may not be a good fit if:
You want transactional advice that ignores your full financial picture
You prefer high-risk strategies or short-term performance chasing
Your financial situation isn’t complex enough to justify paying a fee for advice
Not sure where you land? That’s exactly what a second opinion is for.
Get a Second Opinion (practical, no pressure)
If you’re facing a major life change or a meaningful decision—potential sale of a business, career change, relocation, death, divorce, or retirement—an outside perspective can save you from expensive blind spots.
A second opinion often starts with a phone call with a CERTIFIED FINANCIAL PLANNER™ professional. We do a quick analysis and give feedback on four things:
Returns: What have your returns been?
Risk: How much risk are you taking?
Taxes: What are the tax implications of what you have?
Costs: What are your investment costs?
From there, we’ll share what we believe is your best path forward. Sometimes that means you don’t need professional help. Sometimes it means a different fee-only advisor is the right match. And sometimes it means we should explore working together.
Either way, you’ll leave the conversation with more clarity.
Our Team
You’ll work with an experienced team that values clarity, discretion, and follow-through.
Bryan Hancock, MBA, Certified Financial Planner® — Founder & Financial Planner
Katie Lenz, Certified Financial Planner® — Partner & Financial Planner
Tyler Moore, CPA/PFS, Certified Financial Planner® — Partner & Financial Planner
Zack Billante — Client Service
Jessica Sweatt — Client Service
Peyton Watts — Administration