Timberchase Financial Available

Timberchase Financial operates from Inverness Center Parkway in Birmingham, structuring wealth management around three interconnected disciplines: long-range financial planning, forward-looking tax strategy, and disciplined portfolio management. Founded by Bryan Hancock, a Certified Financial Planner professional and Samford University finance instructor, the advisory team brings analytical rigor to private wealth. Partner Tyler Moore adds institutional tax depth as a CPA/PFS and former PwC professional, while partner Katie Lenz contributes specialized expertise in financial economics to round out the firm's planning capabilities.

The firm's methodology starts by consolidating disparate balance sheets, retirement accounts, and business assets into a single cohesive framework. Rather than isolating investment performance from taxation, Timberchase treats tax minimization as an active, continuous variable in portfolio design. Client portfolios are subjected to routine rebalancing, cash-flow stress testing, and tax-efficient withdrawal modeling. Tyler Moore and Katie Lenz coordinate directly with clients on Roth conversion strategies, executive compensation packages, and multi-generational wealth transfers, while client service associate Zack Billante coordinates custodian account transfers and operational execution.

Client relationships follow an ongoing review calendar designed to prevent drift across asset allocations and estate structures. Rather than reacting abruptly to market fluctuations, the team schedules regular checkpoint meetings to evaluate changes in life circumstances, corporate transitions, or shifting federal tax laws. Each portfolio review includes transparent accounting of asset locations and capital gains exposures, giving clients direct visibility into how adjustments preserve liquidity and fund long-term objectives.

Prospective clients initiate the process by scheduling an introductory discovery conference with a CFP professional through the firm's online scheduling calendar. Ahead of this opening conversation, individuals are advised to assemble their two most recent federal tax returns, current investment and retirement statements, and an outline of major debts or private assets to allow an accurate baseline review. Inquiries submitted through digital intake forms receive a direct response within one business day, and new client onboarding schedules are typically mapped across two to three weeks to establish secure custodial links and finalize planning documentation.