Empowering You To

Achieve Financial Freedom

Focus on what matters most.

Our Services

We provide financial planning and investment management in your best interest.

  • Comprehensive Financial Planning

    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 move you from Point A to Point B.

  • Ongoing Wealth Management

    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 Why

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.

Realize Financial Independence

Our clients are in their 40s, 50s and early 60s, and they’ve hit a wall when it comes to managing their financial life. 

They value family, career growth, and time spent doing what they love.

They need help planning their transition to retirement and navigating other life transitions.

Learn more about our typical clients, and how we help them work toward their financial goals in our latest case study.

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Meet Brian Berkenhoff, CFA

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

In The News

See where Brian Berkenhoff has been featured in the press

From The Blog

Read our latest posts on financial planning

Reflections on 10 Years of Birch Investments
October 13, 2021

This month marked the 10th anniversary of Birch Investment Management. Facts About Birch Birch is a fee-only financial advisory firm that specializes in helping busy families achieve and maintain financial independence. We serve about 50 ongoing clients. Our goal is to be clear on the kind of people we work best with and then serve them …

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How Should I Invest My Roth IRA in 2021?
March 23, 2021

What is a Roth IRA? A Roth IRA is an individual retirement account (IRA). A traditional IRA and a Roth IRA are similar in that they both allow you to save designated funds for retirement. The key difference is the tax treatment for each account. Traditional IRAs allow you to contribute to your personal retirement …

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The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan
March 15, 2021

In one of his first major moves in office, President Biden has signed the American Rescue Plan Act – a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19. Below is a breakdown of some important components to this legislation, including what business owners, families and struggling individuals …

The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan Read More »

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