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, 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.

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.