Birch Investment Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts.
Does This Sound Like You?
Your Values & Life Stage
Prioritize family, career growth, and time spent doing what you love.
Mid to late career and you’ve hit a wall when it comes to managing your financial life.
Worked hard to get where you are and want to take action to protect what you've built.
You need help planning for life transitions including:
- Entering retirement
- Changing jobs
- Getting a divorce
- Losing a spouse
- Receiving a financial windfall
Have a minimum of $500,000 in investable assets.
Seeking a long-term relationship with a trusted financial advisor.
Committed to the process of improving your financial well-being.
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.