Mary Bierds, CFP^®

How do I help clients Live a Richer Life®?
I believe meaningful financial planning begins with truly understanding the people behind the numbers – their values, their priorities, and the life they’re working toward. I partner closely with individuals and families to bring clarity and direction to their financial decisions. Whether navigating change, planning for the next chapter, or building long-term wealth, my goal is to provide thoughtful guidance and steady partnership. I am committed to building enduring relationships that grow over time – helping clients make intentional choices today while preparing for the opportunities and responsibilities of tomorrow.

How do I align my time and money with my values and passions to Live a Richer Life®?
Life at home is full and energetic with my husband and our three kids (and fur babies). We spend our time cheering at sporting events (Go Stars!), traveling when we can, and making the most of everyday moments together. Giving back is also central to how I live out my values. I actively support the American Heart Association – a cause that is deeply personal to my family – and look for meaningful ways to invest in our community.