A complete list of active advisors currently associated with Birchwood Financial Partners, Inc.

Warmer can help you find a great advisor at Birchwood Financial Partners, Inc. or one who fits your needs even better.

Birchwood Financial Partners provides personalized financial planning and portfolio management primarily to individuals and couples, including high‑net‑worth clients, and also advises pension and profit‑sharing plans, charitable organizations, and businesses. Services described in the brochure include discretionary and non‑discretionary asset management, stand‑alone and ongoing financial planning, and ERISA plan services (both limited 3(21) and full 3(38) roles). The firm’s investment process is asset‑allocation driven and grounded in Modern Portfolio Theory, with diversified target ranges across equities, fixed income, alternatives and cash and an emphasis on manager selection and periodic monitoring. Birchwood may implement portfolios directly or through sub‑advisors, documents client objectives in an Investment Policy Statement, and offers both ongoing discretionary trading authority and non‑discretionary recommendations. Distinctive disclosures in the brochure include the firm’s use or potential use of derivatives and futures/options strategies (including long/short and inverse/leveraged funds) and an explicit discussion of leverage‑ and borrowing‑related risks, which the firm addresses in its risk section. The brochure also notes constructive custody practices (direct fee deduction and third‑party money‑movement authority), states the firm ceased offering new wrap fee programs as of March 1, 2016, and describes occasional client tax‑preparation assistance based on relationship and assets under management.

To learn more about the advisors currently working at Birchwood Financial Partners, Inc., 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.