Advisor photo for Joel Bird

Joel Bird

CFP®, BFA, CRPC, APMA, CLTC®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • How I work

    I provide personalized advice based on what’s most important to you.
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  • Financial confidence

    See where you stand across key financial areas with the 3-Minute Confident Retirement® check.
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  • Connect with me

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with more confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. I tailor my advice to your goals and go beyond just investments to help you feel more confident across your full financial life.

Throughout the year, I help navigate the present while staying focused on your long-term goals. I analyze markets and the economy and track changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, I work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.

My focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.

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Legacy Financial Partners' Core Values

LegacyFinancial Partners strives to create an extraordinary client and communityfocused experience founded on the organization’s core values.

Service. Leadership. Integrity. Community. Excellence.

We will continue to emphasize the importance of our core values and the action taken to create a legacy for our clients, communities and team.