Birchcreek Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$288,667,622
Clients
191
Advisors
5
of 5 employees
About
Birchcreek Wealth Management, LLC is an SEC‑registered adviser with a five‑advisor team managing roughly $300 million for about 191 clients, serving individuals, high‑net‑worth families, trusts, estates, and retirement plans. The firm provides tailored wealth management and portfolio management, financial planning (project‑based and ongoing), collaborative consulting for divorce‑related financial matters, and retirement plan advisory services.
The firm offers both discretionary and non‑discretionary investment management grounded in fundamental analysis and a generally long‑term orientation while permitting shorter‑term trades to meet client objectives or market conditions. Portfolios are custom‑constructed from mutual funds, ETFs, individual equities and fixed income, and the brochure discloses use of options and other derivatives, leveraged/inverse ETFs, and short‑term margin/borrowing in separately managed accounts when appropriate.
Noteworthy distinctions include the firm’s disclosure that it uses client testimonials and advertises third‑party ratings in its marketing, and its institutional relationship with Fidelity that yields research, technology, and other economic benefits to the adviser. The brochure also highlights structured collaborative consulting engagements with an initial retainer and hourly billing and notes that some advisory personnel have outside professional roles (for example, legal or real‑estate activities) disclosed in the Brochure Supplements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Up to $50,000 annually for fixed financial planning fees; $2,500 initial retainer for collaborative consulting
$0+: 0.25% annually N/A+: up to 1.50% annually (fees vary based on complexity, assets managed, and relationship)
Up to $500 per hour for financial planning; $350 per hour for collaborative consulting
Main office
2955 Exchange Place Blvd., Suite 103
Miami Township OH 45342
Advisors at this office
5
Most active in
Florida · Indiana · Kentucky · Ohio · Tennessee · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Alexander B
Series 65
Miami Township, OH
Birchcreek Wealth Management, LLC
Alexander Benson is a financial advisor at Birchcreek Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at The Reynolds and Reynolds Company. Birchcreek Wealth Management is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers customized wealth management and financial planning services, utilizing a fundamental analysis approach with both discretionary and non-discretionary investment management.
Daniel J
CFP®, Series 63, Series 66
Miami Township, OH
Birchcreek Wealth Management, LLC
Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior roles include positions at Bank of America, Merrill, and T. Rowe Price Advisory Services. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management, LLC is an SEC-registered firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management and financial planning services, employing a fundamentally based, generally long-term investment approach with portfolios customized using mutual funds, ETFs, individual equities, and fixed income.
Jansen D
CFP®, Series 65
Miami Township, OH
Birchcreek Wealth Management, LLC
Jansen Davidson Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Birchcreek Wealth Management, LLC, where he has worked since 2026. Prior to this, he was with Soltis Investment Advisors, LLC and Artifex Financial Group. Birchcreek Wealth Management, LLC is an SEC-registered adviser serving individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and retirement plan advisory services, employing a fundamental analysis approach with both discretionary and non-discretionary investment management.
John P
CFP®, Series 65, Series 66
Miami Township, OH
Birchcreek Wealth Management, LLC
John Payne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Birchcreek Wealth Management, LLC. His prior experience includes roles at Merrill and Dinsmore & Shohl, as well as practicing law as an of counsel attorney at Practice with Purpose LLC, where he provides clients with legal advice and representation in civil and criminal trials. Birchcreek Wealth Management is an SEC-registered advisory firm with a five-advisor team managing approximately $300 million for individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, and collaborative consulting, employing a primarily long-term investment approach with custom portfolios built from mutual funds, ETFs, equities, and fixed income.
Jacob B
CFP®, Series 66
Miami Township, OH
Birchcreek Wealth Management, LLC
Jacob Bartel is a CFP® professional with 12 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2023. He previously worked at UBS Financial Services for 10 years. Bartel is a board member of Brighton Center, a charitable organization, where he participates on the marketing and program committees. Birchcreek Wealth Management, LLC is a five-advisor team managing approximately $300 million for about 191 clients, including individuals, high-net-worth families, trusts, estates, and retirement plans. The firm offers tailored wealth management, financial planning, collaborative divorce-related consulting, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios.
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