Empowering You To

Achieve Financial Freedom

Optimize your investments. Minimize taxes. Grow your net worth.

Why Birch investments?

FOCUS ON WHAT MATTERS MOST

We believe that our clients deserve to spend more time doing what they love with the people they love -- and less time worrying about their finances. Together with our clients, we help to simplify their financial lives and help them to rest easy knowing that their money is helping to move them toward their goals.

Does This Sound Like You?

Your Values & Life Stage

You prioritize family, career growth, and time spent doing what you love.

You're in your mid to late career and you’ve hit a wall when it comes to managing your financial life. 

You've worked hard to get where you are and want to take action to protect what you've built.

Your Needs

You need help planning for life transitions including:

  • Entering retirement
  • Changing jobs
  • Getting a divorce
  • Losing a spouse
  • Receiving a financial windfall

Your Situation

You have a minimum of $250,000 in investable assets.

You are seeking a long-term relationship with a trusted financial advisor.

You are committed to the process of improving your financial well-being.

Our Services

FINANCIAL ADVICE IN YOUR BEST INTEREST

Comprehensive Wealth Management

We look at your entire financial picture, clarify your values, define your goals, and build a path forward that empowers you to live a life you love. Together we create a financial plan that is unique to you and helps you move from Point A to Point B.

Through our ongoing services, we act as a trusted advisor and sounding board to help you achieve your goals, and manage your investments with tax efficiency and risk mitigation in mind.

Our Financial Plans Include

  • Cash Flow Analysis
  • Charitable Giving
  • Education Planning
  • Estate Planning
  • Investment Management
  • Tax Planning
  • Retirement Planning

We are a fee-only, independent financial planning firm that acts as a fiduciary for our clients.

We offer in person or virtual services to clients.

Meet Brian Berkenhoff, CFA

"I founded Birch Investment Management with one goal in mind: to empower families to align their finances with their values to help them achieve financial independence."

Hi there! I'm Brian. I'm originally from Seattle, Washington, but my home base is now in Brookings, South Dakota. I have three awesome kids who keep me busy. I'm a travel enthusiast, movie buff, and an avid golfer.

My passion is helping clients make the best financial planning decisions for their unique life goals. I founded Birch Investments as an independent firm structured to work in the best interest of our clients. We intentionally limit our client base so we can get to know our clients and their families on a deeper level.

Business-High-Five---Web

IN THE PRESS

BRIAN BERKENHOFF, CFA IN THE MEDIA

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