Byrd Investment Management

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership. Through a Client-Centered Approach, regardless of the level of wealth, I’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services to help people live a life focused on what’s truly important.

Retirement, investments, taxes, estate planning: the list of financial concerns and considerations facing you today can feel overwhelming. And there are no easy answers. It's all about pursuing both your short term and long-term financial goals. Our business is helping clients navigate choices and pursue financial challenges and goals. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is important to your overall financial success. Together, we can develop and implement a plan to work toward your financial goals. Our main office is located in Mount Pleasant, Texas, and we also service clients in Texarkana and surrounding areas.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.