A complete list of active advisors currently associated with Birchwood Capital

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

Birchwood Capital works with individual and high-net-worth clients, providing ongoing comprehensive financial planning, discretionary investment management as part of that planning relationship, and limited-scope hourly planning engagements. The firm is a small practice—two advisors managing roughly $105 million across about 53 client relationships. The firm follows a passive, asset-allocation-centered investment approach grounded in the Efficient Market Hypothesis, primarily using mutual funds and ETFs to capture broad asset-class returns with low turnover and an emphasis on tax-aware implementation. Portfolios are managed on a discretionary basis using client-specific investment policy statements, and the firm may depart from strict passive allocations in specific cases to address tax efficiency or legacy positions. Birchwood’s fee model differs from many peers in that it generally uses flat and hourly planning fees rather than relying on percentage-of-AUM advisory fees, and it includes investment management for clients engaged in ongoing planning rather than offering standalone AUM-based management. The firm’s small team holds professional credentials (CFP and CFA) and brings institutional investment experience, and it uses an independent custodian while disclosing receipt of advisor-support services from that custodian.

To learn more about the advisors currently working at Birchwood Capital, 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.