GAIN CONFIDENCE AND CLARITY IN YOUR FINANCIAL LIFE
We help our clients live better lives with help from smarter financial planning and investment management
YOUR STORY
We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial plans should be either.
This is your future. Your peace of mind. We help you gain freedom from taking the money worries away. We foster long-term relationships with a limited amount of clients so we can know your story.
YOUR ROADMAP
We don't just manage your assets. We look at your whole picture. Success is measured by your goals rather than our own.
We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
We'll make sure your financial goals are aligned with your life goals. Our firm will serve as an accountability partner so you can focus on living your life to the fullest.
A FINANCIAL ADVISOR YOU CAN TRUST
Birch Investments is an independent, fee-only fiduciary. Our firm is legally obligated to act in your best interest. We don't collect any commissions or have to meet any sales quotas. We are only paid directly by our clients. When you do well, we do well.
ARE YOU READY TO FEEL GOOD ABOUT YOUR FINANCES?
Schedule your introductory call with Brian Berkenhoff, CFA using the calendar below.
Serving clients virtually across the country.
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