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Birn Financial Inc.

EST. AUM
$500,000,000

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Firm Details

Metro area New York City
CRD Number 331592
Website n
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Overview

BIRN Financial Inc is a New York-based registered investment advisory firm providing financial planning, wealth management, and fractional CFO services. The firm serves individuals, high-net-worth clients, and business owners through customized financial planning engagements. Services include retirement planning, investment advisory, tax-focused financial planning, and business financial consulting. The firm is led by Kimberly M. Birn, CFP®, and operates as a fiduciary investment adviser. It is registered with New York state securities regulators and provides advisory services on a fee-based basis.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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