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First of Birmingham LLC

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A Wealth Management Company

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You’ve built success through hard work and smart decisions. Now you need a financial partner who truly understands your family’s unique situation and can serve as a trusted decision partner as you work to protect and grow what you’ve built, together.

At First of Birmingham, we’ve helped individuals and couples with different money backgrounds find common ground and confidence. 

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Shared understanding & aligned vision

Your shared financial values create the foundation for confident decisions. We’ve found that partners and family members often bring different approaches to financial decisions based on their unique life experiences. Our wealth advisors work to help individuals and families move beyond these differences to develop a unified vision for their future, turning potential tension into shared progress.

Resilient strategies for your family

Your family’s financial needs change over time. Whether you’re balancing support for aging parents and adult children or building wealth during peak earning years, our comprehensive wealth management approach protects what you’ve built while replacing financial uncertainty with genuine confidence.

Articles and Publications

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CONTACT US:

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7 West Square Lake Road #120

Bloomfield Hills, MI 48302

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Phone:

248-594-7774

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Fax:

248-594-7775

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Chuck Haddad

chaddad@firstofbirmingham.com

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Tanya Haddad

thaddad@firstofbirmingham.com

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Registered Representative of and securities and investment advisory services offered through Berthel Fisher & Company Financial

Services, Inc. (BFCFS) Member FINRA/SIPC. First of Birmingham, LLC is independent of Berthel Fisher & Company Financial Services, Customer Relationship Summary (Form CRS) can be found under Additional Disclosures on the home page. FINRA Brokercheck can be found on the homepage under Check the background of these financial professionals on FINRA's Brokercheck.

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