A complete list of active advisors currently associated with Birch Financial Group
Warmer can help you find a great advisor at Birch Financial Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Birch Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Keene, NH
| 27
| |
Keene, NH
| 10
|
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