We Help Busy Families

Achieve Financial Independence

Spend time doing what you love. Let us take care of planning for it.

Investment Management

We build diversified investment portfolios customized to your unique needs. We strive to keep costs low and minimize your taxes.

Financial Planning

We look at your entire financial picture to design a plan to balance your short- and long-term goals. 

Wealth Managment

We combine financial planning and investment management to optimize your financial life on an ongoing basis.

What does financial independence look like to you?

We are dedicated to aligning your money with your ideal life. To us, that means freeing up your time to focus on what matters most to you.  We help clients have the confidence to pursue their dreams by providing clear and unbiased financial advice.

Our clients desire the freedom to do the things they love, with the people they love, in the places they love.

Our job is to find the right financial solutions to support their ambitions.

How does this work? THREE WAYS TO WORK TOGETHER...
We take a holistic view of your financial life.

Our Services

  • Plan for the Future

    We offer our clients ongoing planning advice for anything involving a dollar sign.

    Our advice covers:

    • Savings strategies
    • Net worth planning
    • Paying for education
    • Saving for retirement
    • Leaving a legacy
  • Grow and Protect Your Nest Egg

    We have strategies to align your investments with your goals and resources.

    Our process guides you through:

    • Asset allocation (how much to allocate to stocks and bonds)
    • Asset location (which accounts should hold which investments)
    • Balancing risk with return
    • Planning for a low interest rate environment
  • Minimize Taxes

    We offer a structured annual review to make sure you are minimizing your lifetime taxes.

    Our review guides you through:

    • Asset location strategies
    • Roth IRA conversions
    • Tax-loss harvesting
    • Charitable giving
    • Efficient planning of tax-bracket strategies
  • Plan for Retirement Income

    We have a well-defined process for illustrating where your income is coming from. 

    Our process guides you through:

    • Optimizing your Social Security
    • Processing tax-efficient withdrawals from your retirement plans
    • Creating an income stream from your investment accounts
    • Evaluating pensions and other retirement income sources
Birch Investment Management is an independent, fee-only fiduciary. The financial advice we give is always in your best interest. No product sales or commissions.

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