Small Wins. Big Future.
Financial clarity for founders, families, and nonprofit leaders who want confidence in every decision — and a strategy that connects today’s choices to tomorrow’s peace of mind.
Why Birdie Financial?
Sure — we like playing golf. But that’s not really the point.
A birdie in golf means you played the hole one stroke better than expected. It’s not flashy. It’s not a hole-in-one. It’s just a quiet win — a sign of focus, consistency, and thoughtful strategy.
And that’s exactly how we approach finance.
At Birdie Financial, we’re not here for big promises or quick wins. We’re here to help you make smart, steady progress — one decision at a time. Whether it’s your business cash flow or your family’s long-term plan, we want every move to feel like a stroke better than expected.
No noise. No gimmicks. Just clarity, trust, and momentum — built one birdie at a time.
Everyone needs a Joe
Joe Mikuls is the founder of Birdie Financial — and the kind of financial partner who values people over performance theater, and long-term relationships over short-term wins.
He brings nearly 15+ years of experience of Corporate Finance experience bringing data driven decision making to some of Nebraska’s biggest organizations. He is known for bringing structure to uncertainty, clarity to decision-making, and strategy to the big picture.
A graduate of Marquette University and Creighton Prepatory School, Joe also holds an MBA, and is currently completing his Series 65 to become a licensed fiduciary advisor. His philosophy is simple: put the client first, communicate clearly, and do the kind of work you can be proud of.
He started Birdie Financial to do just that — building a firm grounded in integrity, transparency, and calm financial guidance that earns trust over time.
Joe lives in Omaha with his wife Kellee and their three daughters. When he’s not working with clients, you’ll likely find him on the golf course, attending a sporting event of his daughters, or planning the next Fantasy Football Draft trip with his best friends.
Where we can help
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Fractional Strategic Finance Services
Get expert budgeting, forecasting, and cash flow insight — designed for founders and nonprofit leaders who need clarity, not complexity.
We help you understand the story your numbers are telling — and use them to make smarter, more strategic decisions.
Common deliverables include:
• Cash flow dashboards
• Monthly financial reviews
• Scenario planning & growth modeling
• Quarterly strategy calls -
Fiduciary Wealth Management
For high-income families and entrepreneurs who want aligned, long-term financial strategy. We offer transparent, values-driven investment management and personal planning — without commissions or confusing products.
Think of it as personal CFO support, focused on helping you align your money with your values
Book a Free Discovery Call
Let’s start with a conversation about your goals — whether it’s gaining financial clarity for your business, your family, or both.