A complete list of active advisors currently associated with Birch Investment Management, LLC

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

Birch Investment Management is a fee-only registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and wealth management along with project-based and ongoing financial planning, delivering written plans and guidance on implementation when requested. The firm's investment approach is grounded in modern portfolio theory and combines passive and active strategies, emphasizing asset allocation, manager and fund selection, and evaluation of underlying holdings and tax efficiency. Portfolios are managed on a discretionary basis with ongoing monitoring and annual reviews; the adviser also provides written reporting, proxy voting on client securities, and coordinates with outside attorneys, accountants, and tax professionals as part of its fiduciary process. Compared with many independent advisers, Birch’s client mix includes institutional relationships (pension and profit-sharing plans) and charitable organization clients, which are less common among peers. The firm operates with a fee schedule based on assets under management, applies a household aggregation policy for minimums, and is overseen by a principal who holds the CFA designation and regularly engages in business-planning and specialized project work for clients.

To learn more about the advisors currently working at Birch Investment Management, 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.