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, 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.

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.