founded Birch Financial Group with the belief that financial planning should feel personal, collaborative, and empowering—not transactional. Too often, people are handed generic advice that doesn’t truly reflect their goals, values, or the life they want to build. My approach is different. I work closely with clients to create customized financial strategies that help bring clarity to complex decisions and confidence to every stage of life. As an advisor, I focus on long-term relationships and comprehensive planning. Whether we’re helping someone prepare for retirement, navigate a major life transition, optimize investments, manage taxes strategically, or coordinate estate and legacy planning, the goal is always the same: helping clients make smarter financial decisions with a trusted partner by their side. I believe great advice starts with listening, understanding what matters most, and building a plan around the person—not just the portfolio. As a person, I value authenticity, trust, and meaningful connection. I genuinely enjoy getting to know the people and families we serve and being part of their journey over time. At Birch Financial Group, we strive to create an experience where clients feel supported, informed, and cared for—because financial planning is ultimately about helping people live better lives with greater peace of mind.

Liana Poodiack is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Birch Financial Group. She has previously worked at Steward Partners and Wells Fargo Advisors. Outside of her advisory role, she is the proprietor of Peterboro Tool Company Inc. and serves as an officer and board member of the Whitney Road Association in Stoddard, NH. Birch Financial Group is a fee-only registered investment adviser managing over $260 million in assets for individual, high-net-worth clients, and employer-sponsored plans. The firm uses a combination of passive and active strategies along with third-party platforms to create client-specific investment policies and manage a range of planning and wealth management services.