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Mission, Vision, & Values

A Second Opinion

Wealth Management

Investment Philosophy

Fee-Only Fiduciary

Values-Based Investing

Estate Planning

Legacy Planning

Insurance and Asset Protection

Family Transitions

Chronic Illness

Sale of Business

Business Owners

Mission, Vision, & Values

A Second Opinion

Wealth Management

Investment Philosophy

Fee-Only Fiduciary

Values-Based Investing

Estate Planning

Legacy Planning

Insurance and Asset Protection

Family Transitions

Chronic Illness

Sale of Business

Business Owners

Folder: About Us

Mission, Vision, & Values

A Second Opinion

Folder: What We Do

Wealth Management

Investment Philosophy

Fee-Only Fiduciary

Values-Based Investing

Estate Planning

Legacy Planning

Insurance and Asset Protection

Folder: Family Transitions

Chronic Illness

Sale of Business

Folder: Professionals

Business Owners

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Bryan Hancock, CERTIFIED FINANCIAL PLANNER™ professional in Birmingham, Alabama

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Katie Lenz, CERTIFIED FINANCIAL PLANNER™ professional in Bend, Oregon

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Tyler Moore, CERTIFIED FINANCIAL PLANNER™ professional in Birmingham, Alabama

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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

©2025 Timberchase Financial, LLC