A complete list of active advisors currently associated with Birch Elliott Financial, LLC

Warmer can help you find a great advisor at Birch Elliott Financial, LLC or one who fits your needs even better.

Birch Elliott Financial provides discretionary investment management and comprehensive financial planning primarily to individual clients and families (non‑high‑net‑worth), generally working with households that meet a $150,000 account minimum. Services include tailored portfolio management using ETFs, mutual funds and fixed‑income securities, plus written financial plans and follow‑up implementation support. The firm emphasizes passive portfolio construction—building low‑cost, index‑based portfolios guided by client investment policy statements—while avoiding derivatives (options, futures, commodities) and market timing. Management is discretionary, focused on tax efficiency and low turnover, and clients may impose reasonable investment restrictions; financial plans are monitored and reviewed on an ongoing basis. The firm’s principal holds the CFP® credential, and Birch Elliott packages ongoing financial planning as a defined six‑month engagement with written deliverables, monitoring and an annual plan review. Compared with many solo independent advisers, the firm does not aggregate trades into block orders, limits its custody role to fee withdrawal, and leaves proxy voting responsibility to clients.

To learn more about the advisors currently working at Birch Elliott Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.