Birch Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Birch Financial Group is a fee-only registered investment adviser that provides financial planning, wealth and investment management, and retirement plan consulting primarily to individual and high-net-worth clients, as well as employer-sponsored plans. The firm notes a $264.7 million asset base and serves both ongoing and project-based planning engagements, including assistance with annuity allocations and access to estate-document preparation through a third‑party service.
The firm says it constructs client-specific investment policies and asset-allocation targets and implements those plans using a mix of passive and active strategies, outside managers, and model portfolios; it also manages client-directed “held away” accounts through a third‑party platform. Birch participates in third‑party marketplaces and programs — including Altruist’s Model Marketplace and SAVE Advisers’ Market Savings program (which uses strategy‑linked securities) — and retains responsibility for client suitability and overall allocation decisions.
Compared with many peers, Birch’s combination of scale and staff size is notable: it manages over $200 million of client assets with a two-advisor team and a $500,000 stated account minimum (subject to waiver). The firm relies heavily on third‑party platforms and specialized products (Pontera for held‑away accounts, strategy‑linked securities via SAVE, annuity marketplaces such as DPL/Flourish, and estate document facilitation via Wealth, Inc.), which can add operational complexity and makes its service model more platform-dependent than many traditional advisory firms.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for Project-Based Financial Planning; ongoing financial planning monthly fees range from $85 to $5,000
$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%
$400 per hour for Financial Consulting Sessions and Project-Based Financial Planning hourly engagements
Ongoing Financial Planning charged as recurring fixed monthly fee ($85 to $5,000), paid monthly in advance
Account minimum: $500,000 (may be reduced or waived on a case-by-case basis) Minimum fee: Minimum annual fee of $5,000, negotiable Fee-only: Firm is fee-only; compensation only from clients (no commissions)
Main office
149 Emerald St, Suite M2/M3
Keene NH 03431
Advisors at this office
2
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · Virginia
Also doing business as
Birch Financial Group · Birch Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
TRAVIS P
CFP®
Keene, NH
Birch Financial Group
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 P
CFP®, Series 63, Series 66
Keene, NH
Birch Financial Group
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.
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