A complete list of active advisors currently associated with Birch Street Financial Advisors

Warmer can help you find a great advisor at Birch Street Financial Advisors or one who fits your needs even better.

The firm provides investment management and financial planning to individuals, trusts, and high‑net‑worth clients, overseeing approximately $63.6 million in discretionary assets for about 30 clients. Services include portfolio management implemented through third‑party managers/TAMPs and a range of financial planning engagements offered on hourly, project, or ongoing bases, with referrals for tax return preparation to an affiliated accounting practice. Investment implementation is generally discretionary and frequently relies on model portfolios supplied by sub‑advisors and TAMPs; the firm emphasizes passive investment management using index mutual funds and ETFs and monitors TAMP holdings, concentrations, and compliance as part of its oversight. Clients receive periodic reviews and reporting, and the firm uses an institutional custodian platform to execute and custody client assets. What is distinctive is the firm’s affiliation with an accounting practice: the managing member spends a substantial portion of time providing tax compliance and consulting and may refer clients to that affiliated CPA entity, and legacy tax clients can receive standalone planning services. As a small advisory practice with a limited client roster, the firm pairs outsourced model management with in‑house financial planning and tax expertise, an operating structure that is uncommon among peers.

To learn more about the advisors currently working at Birch Street Financial Advisors, 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.