Beyond Advisory, Building a Path to Financial Success

The journey of Newbirm Capital Management is a testament to the power of expertise, dedication, and a genuine passion for financial excellence. Founded by Julian, a seasoned financial services professional with an extensive background spanning over 35 years, our firm emerged from a profound understanding of the challenges businesses and individuals face in managing their financial resources. Julian's advanced educational background and decades of hands-on experience became the cornerstone of a vision to create a consulting firm that truly understands the nuanced needs of its clients. From our inception, we have been driven by a mission to provide more than just advisory services—we aim to be trusted partners in our clients' financial journeys. Our virtual presence has allowed us to break traditional geographic barriers, bringing high-quality financial consulting to businesses and individuals nationwide. Every service we offer, whether in management consulting, tax advisory, or capital management, is a reflection of our commitment to delivering exceptional value, driving process improvements, and helping our clients achieve their most ambitious financial goals.