A complete list of active advisors currently associated with Birch Point Wealth Management LLC

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

Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high‑net‑worth clients, delivering ongoing portfolio management as well as standalone financial planning projects. The firm prepares an Investment Policy Statement for each client and tailors portfolios to clients’ goals, time horizon, and documented risk tolerance. The firm’s investment approach emphasizes modern portfolio theory and long‑term trading, with a preference for passively managed, low‑cost, globally diversified equity and bond mutual funds and ETFs while using fixed income, real estate funds and private placements when appropriate. Birch Point generally manages accounts on a discretionary basis, conducts regular portfolio monitoring, and may place client assets into third‑party managed account programs (Betterment and Altruist) for which it assists with objective setting and ongoing oversight. Noteworthy distinctions include the firm’s requirement that clients use a designated broker‑dealer/custodian and its stated practice of not aggregating trades for multiple client accounts, both of which can affect execution and pricing. The brochure also discloses that Birch Point may receive fee‑sharing from third‑party advisers to which it directs clients (a potential conflict of interest) and that it offers standalone hourly, project‑based financial planning in addition to the planning integrated with its portfolio management.

To learn more about the advisors currently working at Birch Point Wealth 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.

Name	Location	Years of experience
Brie Pio	Rockport, ME	7
David Pio	Rockport, ME	0

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