A complete list of active advisors currently associated with Birchcreek Wealth Management, LLC

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

Birchcreek Wealth Management provides investment advisory and planning services to individuals, high‑net‑worth clients, families, trusts, estates, and retirement plans, delivering both discretionary and non‑discretionary portfolio management alongside financial planning, collaborative consulting, and retirement plan advisory. As of the firm’s most recent disclosure, it manages roughly $300 million in client assets and serves under 200 client relationships. The firm emphasizes a customized, long‑term approach grounded in fundamental analysis and strategic asset allocation, constructing portfolios from mutual funds, ETFs, individual equities and fixed‑income, and implementing client‑specific strategies as appropriate. Birchcreek’s disclosure notes the selective use of leveraged ETFs, short‑term margin borrowings, and options for certain clients, and it offers project‑based and ongoing planning as well as collaborative consulting engagements that produce written schedules and settlement analyses where requested. Birchcreek’s brochure also highlights some less common practices among peers: an institutional relationship with Fidelity that included financial support and reimbursements at launch and ongoing platform services, formal arrangements to compensate promoters for client referrals, and, per its filings, the use of testimonials and third‑party ratings in marketing. The firm’s advisory team includes professionals with outside legal and real‑estate roles and it offers collaborative divorce‑related consulting with retainer and hourly billing, features that distinguish its service mix from many similarly sized supported advisers.

To learn more about the advisors currently working at Birchcreek 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.