Client Resources

Contact Us to Start a Conversation

Timberchase Financial® is a wealth management & financial planning firm in the Birmingham, Alabama and Bend, Oregon areas, proudly holding to a fiduciary standard. Timberchase provides services for families who typically have a net worth of $2 million or more, on a fee-only basis.

31 Inverness Center Parkway, Suite 100
| Hoover, AL 35242 | 205-980-7118

2709 Northwest Crossing Drive
| Bend, OR 97703 | 541-728-2220

100% Employee Owned

CONTACT

CAREERS

LEGAL

FIRM CRS

ARTICLES

Timberchase Financial® is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute individualized investment, legal, tax, medical, or accounting advice. Advisory services are provided only pursuant to a written agreement and after delivery of all required disclosures, including Form ADV and Form CRS. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Forward-looking statements or projections are not guarantees of future outcomes. Timberchase Financial® is a fee-only adviser and does not accept compensation from investment product providers, nor from external professionals such as attorneys and insurance agents for referrals. All advisory fees are paid solely by clients. Clients are under no obligation to engage any recommended provider. Clients should consult appropriate professionals regarding their own circumstances. Information submitted through this website or via email may not be secure. Please avoid transmitting sensitive or confidential information through unencrypted channels. Links to third-party websites are provided for convenience only and do not constitute an endorsement. Timberchase Financial is not responsible for the content, accuracy, or privacy practices of external sites. Social media content is for informational purposes only and should not be interpreted as a recommendation or testimonial. A copy of our Form CRS and our Privacy Policy is available upon request.

©2026 Timberchase Financial, LLC