Bryan Hancock
CFP®, MBA
Timberchase Financial, LLC
Founder/Financial Planner
Bryan Hancock
CFP®, MBA
Timberchase Financial, LLC
Founder/Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bryan Hancock, CFP®, MBA
Fee-Only Financial Planner Serving Families and Professionals
Bryan Hancock is a Hoover, AL fee-only financial planner serving clients locally and across the country. Timberchase Financial, LLC provides comprehensive wealth management, including investment management, financial planning, tax mitigation, asset protection, and assistance with charitable giving to help people they work with to organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bryan Hancock is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
The firm was founded and is led by Bryan Hancock, MBA, CFP®. Bryan has a B.S. in Business from Samford University and an M.B.A. from the University of Alabama at Birmingham. He is a CFP® professional and a member of the National Association of Personal Financial Advisors and the Estate Planning Council of Birmingham. He considers it an honor to develop a deep working relationship with his clients, to guide them toward the resolution of complex issues, and to support their financial goals and charitable interests. Bryan and his wife, Allison, have four children.
Bryan Hancock is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Timberchase Financial is a fee-only wealth management firm devoted to helping families gain control of their money so they can achieve their life goals. We typically work with families who have a net worth of $2 million to $30 million, proudly holding to a fiduciary standard since our founding in 2004.
We offer wealth management, including investment management, financial planning, tax mitigation, asset protection, and assistance with charitable giving. We use a consultative process with you, your other advisors, and our team of experts.
Our clients hold preservation of wealth as a top financial priority and want to minimize taxes, plan for the transfer of their wealth on their terms and make an impact on others through charitable giving. They want to educate and empower those they love to be wise stewards of their resources. We assist in these efforts, so that wealth can serve a greater purpose.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bryan Hancock is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bryan Hancock is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bryan Hancock is a Member of the Estate Planning Council of Birmingham, Inc.
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Bryan Hancock is Quoted in the New York Times: "4 Money Pitfalls Every Widow Should Avoid"
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Bryan Hancock is Quoted on Barrons: "The Harsh Reality of Planning for Clients With Parkinson’s"
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Bryan Hancock is Quoted on Money: "The Nuts and Bolts of Retiring Abroad"
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Bryan Hancock is Quoted on 280 Living: "(Un)retirement"
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Bryan Hancock is Quoted on ABC 3340 News: "Interest rates for federal student loans fall"
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Bryan Hancock is Quoted on Business Insider: "ROSENBERG: Next Year, We Will Be In No-Man's Land"
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Bryan Hancock is Quoted in The Wall Street Journal: "When Clients Get Divorced"
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Bryan Hancock is Featured in Financial Planning Magazine: "Latest Technology Tools for Today Conference in Pictures"
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Bryan Hancock is Quoted in Forbes: "The Curse of Saddam: Iraqi Dinar Deals"
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Bryan Hancock is Quoted in the Wall Street Journal: "Voices: Bryan Hancock, on Working with Expat Clients"
Contact Bryan Hancock
Office Locations:
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31 Inverness Center Parkway
Suite 100
Hoover, AL 35242 -
45 NW Irving Avenue
Bend, OR 97703
