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Birch Financial Group

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Client assets under management

$264,688,531

Clients

192

35% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

96

Very High

Average account size

$1,378,586

About

Birch Financial Group is a fee-only registered investment adviser that provides financial planning, investment management, and retirement plan consulting to individuals (including high‑net‑worth clients) and employer plans. The firm offers ongoing, project‑based, and hourly planning engagements and also manages client portfolios on a discretionary basis, including the ability to monitor and rebalance “held‑away” accounts via a third‑party connection.

The firm develops individualized investment policies and asset allocation targets and implements a mix of passive and active strategies using stocks, bonds, mutual funds, ETFs, annuities, and outside managers. Birch leverages third‑party model portfolios (including subscriptions to Altruist’s Model Marketplace), applies both fundamental and technical analysis where appropriate, and can construct socially responsible (ESG) portfolios at a client’s request.

Notable aspects of Birch’s profile include its recent founding and registration in 2024 coupled with reported discretionary assets under management of about $265 million across roughly 192 clients and two advisors, which results in a high average AUM per advisor and per client compared with many supported firms. Operationally, the firm’s use of held‑away account management via a platform link, facilitation of estate‑planning documents through Wealth, Inc., and advisory oversight of fee‑based annuities (without receiving insurance commissions) distinguish its service mix from many peers.

Client services

Financial planning Portfolio management

Expertise

Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

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Fee options

Fixed

Fixed fee for Project-Based Financial Planning, not to exceed $10,000; Ongoing Financial Planning fees from $85 to $5,000 monthly, negotiable

Percentage

$0 - $750,000: 1.25% $750,001 - $2,000,000: 0.90% $2,000,001 - $12,000,000: 0.80% $12,000,001 - $22,000,000: 0.65% $22,000,001 - $32,000,000: 0.40% $32,000,001+: 0.05%

Project-based

$400 per hour for Financial Consulting and Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning charged as recurring fixed fee monthly in advance, ranging from $85 to $5,000

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000, negotiable Fee-only: Fee-only firm, compensated solely by clients, no commissions received

Main office location

Birch Financial Group

149 Emerald St, Suite M2/M3

Keene NH 03431, United States

Number of offices

1

Most active in

More info

California · Florida · Maine · Massachusetts · New Hampshire

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 603-338-3838

Advisors at this firm

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Travis P

CFP®, Series 66

Keene, NH

Birch Financial Group

Travis Poodiack is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He currently practices at Birch Financial Group, having previously worked at Steward Partners and Raymond James Financial Services. Travis is the owner of Poodiack Wealth Management Group, a support company based in Keene, NH. Birch Financial Group is a fee-only SEC-registered investment adviser founded in 2024 that provides wealth management, financial planning, and retirement consulting to individuals, pension plans, and businesses. The firm manages approximately $265 million in discretionary assets across 192 client relationships, utilizing a blend of passive and active strategies alongside third-party platforms to deliver customized investment solutions.

Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Executive Established Professionals
user avatar

Liana P

CFP®, Series 63, Series 66

Keene, NH

Birch Financial Group

Liana Poodiack is a CFP® with 26 years of experience in the financial services industry. She currently works at Birch Financial Group and has previously held positions at Steward Partners and Wells Fargo Advisors. Outside of her advisory role, she is involved as an officer and board member of the Whitney Road Association and owns a local business, Peterboro Tool Company Inc. Birch Financial Group is a fee-only SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm manages approximately $264.7 million in discretionary assets and employs a blend of passive and active strategies, offering customized investment policies and ongoing financial planning services.

Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Executive Established Professionals
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