I think of myself as my clients' financial GPS.
I help GUIDE clients in looking for long-term, individualized ways to save so that they may have more options when they retire and while they live in retirement.
I provide PROTECTION strategies for the unexpected. No one appreciates a financial challenge, but when one arises, all feel better when they feel more prepared.
I suggest ways to SPEND or SHARE their wealth more wisely, in order to plan for the life and legacy they desire.
I also think of myself as one who serves my community and my family. I enjoy serving through the New Bern Preservation Foundation, the Coastal Women's Forum, my alma mater the University of North Carolina's local outreach club and as a mother of two. At the end of the day for me, it's about making lives feel purposeful and valued.
However, I don't do it alone. My clients and I are supported by a dedicated branch team. Originally from Maryland, Ashley Mayo brings more than a decade of client-driven service. Robert Knisley, a native Carolinian, provides care with a passion for finance. Together, we deliver responsive and timely service to address our clients' needs.
You are invited to experience working with a full-service financial advisor who will take the time to learn and will value what is important to you regarding your finances. Experience working with a financial advisor who follows a thorough process to tailor an investment strategy that is right for you and one who desires a long-term partnership with you. Please consider accepting a complimentary review if you are willing to provide your time, information and destination (financial goals); simply call or email to schedule an appointment today.
- Retirement Income Strategies
- Divorce Finances
- Business Retirement Plans
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Animal Rescue
Office Address246 Craven St
New Bern, NC 28560
Phone NumberGeorgiana Bowman Bircher at (252) 514-0279
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More