A complete list of active advisors currently associated with Birchbrook

Warmer can help you find a great advisor at Birchbrook or one who fits your needs even better.

Birchbrook provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and self‑directed retirement plans. The firm offers discretionary and non‑discretionary portfolio management, customized financial planning engagements, and fiduciary services acting as trustee or personal representative for estates and trusts. Portfolios are constructed using fundamental analysis and tailored to each client’s objectives, time horizon, and risk tolerance, employing individual equities, mutual funds, ETFs, bonds and cash equivalents with regular, event‑driven reviews. Accounts are primarily managed on a discretionary basis, with written agreements, periodic reporting and a quarter‑end review cadence; clients receive quarterly portfolio reports and a quarterly investment newsletter. Distinctive elements in the firm’s brochure include legal and fiduciary depth in the leadership—several principals have prior law‑firm and trust/estate practice experience and the firm maintains a compliance officer with a law degree—which informs its trustee and estate administration work often provided alongside investment services. Birchbrook also publishes a firm investment newsletter, participates in industry educational programs, and enrolls clients in a third‑party securities‑litigation claims filing service (with an opt‑out option), features that are less common among peer team firms.

To learn more about the advisors currently working at Birchbrook, 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.