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Is your nest egg
working for you?

At Byrd Wealth Management, we help you, your family, and your business unlock opportunity, preserve wealth and create continuity.

We look at all elements of your financial picture to design a plan to preserve and grow your nest egg.

Whether you are a novice investor or a seasoned investor, you want to ensure your money is working as hard as it can for you.

Even if you have a relationship with another firm, a second look can provide valuable insights.

We are fiduciaries, everything we do or suggest must be in your best interest.

Our success depends on your success!

Services

How can we help?
We provide services for a diverse client base that includes, educators, first responders, entrepreneurs, established business owners, physicians, attorneys, non-profits and religious institutions.

With a client presence in almost all 50 states. It doesn’t matter where you live or what you do.

Risk Management

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Protect yourself and your family against the “what ifs”.

Byrd Wealth Management is an insurance broker offering disability, health, life and long term care insurance from over 400 insurance companies.

Debt Management

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Managing debt such as student loans and credit card debt is an important first step in any financial plan.

Let us work with you to determine ways to restructure and/or reduce your debt.

Wealth Management

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We will work with you to develop a financial plan and manage your assets with an emphasis on minimizing taxes.

Byrd Wealth Management does not offer cookie-cutter portfolios. Our plans are based on your unique situation.

For businesses, we can provide insurance and retirement planning services for both owners and their employees.

About Us

Harvey C Byrd IV is the managing partner and CEO of Byrd Wealth Management.
In 2007, Harvey left his career in Chemistry to follow his passion in the financial field. He has gained 16 years of experience as a financial advisor. Harvey has helped develop comprehensive financial strategies for thousands of clients and their families. He is fervent about helping his clients to achieve not only their financial, but life goals.

Harvey attended The University of the South and Towson University and now lives in Timonium, Maryland with his wife Colleen, and his three sons, Harvey, Marshall and Shepard. In his free time, Harvey is leader of two cub scout dens, is active in volunteering for several local and national charities and enjoys playing golf, crabbing and fishing with his sons. Harvey does several financial presentations to physician groups and other professional groups each year.

Contact Us

Byrd Wealth Management.
Phone: 410.499.3111
Harvey Byrd: harvey@byrdwealth.com
1820 Lancaster Street Baltimore Md 21231

Important Disclosures

Please be advised that this web site is operated by a registered representative/investment adviser representative associated with Lombard Securities Incorporated member FINRA / SIPC, and Lombard Advisers Incorporated headquartered at 1820 Lancaster St., Baltimore, MD 21231 (800-755-2144). Securities offered through Lombard Securities Incorporated/Advisory services offered through Lombard Advisers Incorporated. For more information please review our Client Relationship Summary.

Check the background of this financial professional on FINRA’s BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.