We believe that the values and principles learned through competitive sports are integral to effective wealth management. With Jay’s background as a collegiate basketball player at Old Dominion University and Eric’s experience as a professional soccer player and varsity captain at the University of Virginia, we approach financial planning with a strong emphasis on teamwork, discipline and strategic thinking. Just as every play on the field or court matters, we recognize that each financial decision can significantly impact our clients’ futures.
Our philosophy centers on partnership and collaboration. We are dedicated to investing alongside our clients, employing a disciplined, long-term strategy that is tailored to their unique needs and goals. This commitment allows us to navigate the complexities of wealth management with a cohesive, team-oriented mindset, ensuring our clients feel supported and empowered throughout their financial journeys.
As legendary basketball coach John Wooden said, “The main ingredient of stardom is the rest of the team.” We embody this belief by working closely together to deliver personalized financial solutions. Our aim is not only to help our clients achieve their financial aspirations but also to build lasting relationships grounded in trust and shared success.
Atchison & Bird Wealth Advisors is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts Montana, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.
Atchison & Bird Wealth Advisors is licensed to offer insurance and annuity products to residents in North Carolina and Virginia.