Birch Street Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals, trusts, and high-net-worth clients, and manages client portfolios primarily through third‑party sub‑advisers and turnkey asset management platforms. It also offers project, hourly, and ongoing planning engagements and may refer clients for tax return preparation to an affiliated accounting practice.
The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, combined with the selection and ongoing oversight of TAMPs that manage model portfolios on a discretionary basis. Accounts are reviewed periodically (typically quarterly) and the adviser performs due diligence on sub‑advisers’ holdings, concentrations, and compliance practices as part of its risk assessment.
What is distinctive about this adviser is its formal affiliation with an accounting practice, with the firm principal spending a substantial portion of time on tax compliance and consulting—an arrangement that is relatively uncommon among peers. The firm is small in scale (two advisory staff and roughly 30 client relationships) and maintains service limitations tied to that legacy tax client base, such as offering standalone planning only to prior tax clients.
Client services
Expertise
Demographic focus
Fee options
Project-based Financial Planning fixed fees agreed upon before engagement, typically not above $500.
$0 - $200,000: 2.00% $200,000 - $400,000: Minimum annual advisory fee of $4,000 (fixed fee) $400,000 - $1,000,000: 0.95% $1,000,000 - $2,500,000: 0.80% $2,500,000 - $5,000,000: 0.70% $5,000,000+: Negotiable, not greater than 2.00%
Hourly Financial Planning at $350 - $450 per hour, depending on complexity and client needs.
Ongoing Financial Planning fees starting at $1,500 upfront plus minimum $600 per month or $1,800 per quarter, increasing annually by minimum 3%.
Account minimum: $250,000 Minimum fee: Minimum annual advisory fee of $4,000 billed monthly ($333 billed monthly) for household accounts valued between $200,000 and $400,000. Minimum fee may be waived or reduced at firm's discretion. Fee-only: Project based fixed fees generally up to $500; Hourly fees between $350 and $450 per hour; Ongoing financial planning fees starting at $1,500 upfront plus $600 per month or $1,800 per quarter, increasing annually.
Main office
Vienna VA
Advisors at this office
2
Most active in
Texas · Virginia
Also doing business as
Birch Street Financial Advisors · Birch Street Financial Advisors 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Advisors at this firm
Emily B
Series 65
Vienna, VA
Birch Street Financial Advisors
Emily Burke is a financial advisor at Birch Street Financial Advisors in Vienna, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Birch Street Financial Advisors, she worked at FS-ISAC and has a background that includes roles in consulting and nonprofit organizations. Outside of her advisory role, she is involved with Pura Vida Enterprises and Ballston Crossfit. Birch Street Financial Advisors provides investment management and financial planning services to individuals, trusts, and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs and manages client portfolios primarily through third-party sub-advisers and turnkey asset management platforms.
Joanne B
CFP®, CPA, PFS™
Vienna, VA
Birch Street Financial Advisors
I started my career in the tax arena and quickly found my passion in financial planning. In 2019, I started Birch Street Financial Advisors to provide proactive tax-focused financial advice. I help pre-retirees (5-7 years), retirees and widowers align their human and financial resources with their values, solve complex financial problems and minimize taxes to achieve financial security. My role is to be your thinking and accountability partner; empowering you to create, modify and implement financial strategies that give you the comfort to sleep at night. Since launching my firm, I have been featured in numerous publications including InvestmentNews, Money, and U.S. News & World Report to provide insight on tax law changes, Roth IRA conversion strategies, charitable giving and gift & estate planning. I speak on charitable giving strategies to help clients achieve their philanthropic endeavors in a tax optimized way. I have my CERTIFIED FINANCIAL PLANNER™; and CPA/PFS designations which support my commitment to maintaining a high standard of professionalism in my practice. I am the proud graduate of the University of VA McIntire School of Commerce with both a Bachelor's and Master's degrees in Accounting with a Specialization in Taxation. Our financial lives have many moving parts - retirement, cash flow, income tax, investment and estate planning. Each part is a different piece of a complex financial puzzle. I help client's piece the puzzle together and hone in on what's important to them about money and how they can use it to meet their goals. In my spare time, I decompress with Crossfit workouts with my husband, play never ending catch with my rescue dog Macie and experiment with native gardening.
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