Our mission is to help individuals and families thrive as they work towards reaching and maintaining their financial independence.
We offer clients investment management, financial planning and wealth management.
BIRCH INVESTMENT MANAGEMENT, L.L.C.
Birch Investments is an independent, fee-only financial advisor. We serve as a fiduciary to our clients. Our firm is based in Brookings, South Dakota and serves clients both locally and across the country.
BRIAN BERKENHOFF, CFA
Brian founded Birch Investments in 2011 and has served in the financial services industry for close to two decades. Brian prides himself on delivering complex financial planning topics in an easy to understand manner. Brian is one of the limited number of Chartered Financial Analysts in South Dakota.
Originally from Seattle, Brian moved to South Dakota in 2009 with his wife and kids.