A complete list of active advisors currently associated with Silver Birch Financial LLC

Warmer can help you find a great advisor at Silver Birch Financial LLC or one who fits your needs even better.

Silver Birch Financial is a fee‑only investment adviser that provides comprehensive wealth management and financial planning to individuals, families, trusts and charitable organizations. Its services include holistic financial planning, discretionary portfolio management, referrals to third‑party money managers, and ERISA/IRA rollover guidance. The firm records client objectives in an Investment Policy Statement and applies fundamental analysis alongside long‑ and short‑term strategies to construct, monitor and rebalance portfolios, with plans updated at least annually. Portfolios typically utilize equities, ETFs, no‑load mutual funds and fixed income, and the firm generally operates with discretionary trading authority. Noteworthy features disclosed in the brochure include formal affiliations with other registered investment advisers—one principal holds an ownership interest in another RIA and another principal serves as president and chief compliance officer of a separate adviser and spends roughly 80% of their time there—alongside managing roughly $399 million in assets with a small advisory team. The firm also discloses that it does not impose a formal account minimum, requires clients to use major custodians (Schwab or Fidelity), and acknowledges limited custody arrangements when fees are withdrawn or when serving as an affiliated trustee.

To learn more about the advisors currently working at Silver Birch Financial 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.