Introducing: Birdie Financial
The Financial Advisor Who Isn’t Trying to Take Your Money — Just Grow It.
Joe Mikuls, a corporate finance expert with 15+ years of experience, is tired of watching advisors get rich off high advisory fees.
He’s actively pursuing his Series 65 license, with the goal of accepting investment advisory clients starting January 2026. If you’d like to connect ahead of the launch, share a few details below and we’ll reach out as soon as onboarding opens.
(Transparency matters at Birdie: until licensure is complete, we’re not offering investment advice—only educational conversations to see if we’re a good fit.)
Birdie Financial is preparing to offer investment advisory services pending Series 65 completion. Prior to licensure, all communications are educational in nature and not individualized investment advice.
Meet Joe Mikuls
Joe Mikuls is a man of integrity — a husband, father of three daughters, and lifelong numbers guy who believes finance should feel human. He also really likes golf - can you tell?
After years in the industry, he saw too many advisors using their clients’ hard-earned money to fund their own lifestyles — watches, cars, image — instead of building real client outcomes. It never sat right with him.
That’s why he founded Birdie Financial — to bring honesty and clarity back to wealth management. Joe believes your money should tell a story of stability, stewardship, and legacy — not someone else’s luxury. His goal is simple: keep your wealth working for you, not your advisor.