facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

We Help Busy Families Achieve Financial Independence


GET STARTED


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

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 SHARE A COMMON GOAL

They 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.


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 MANAGEMENT

We combine financial planning and investment management to optimize your financial life on an ongoing basis. We want to be your go to advisor for any questions involving a dollar sign.

ARE YOU READY TO FEEL GOOD ABOUT YOUR FINANCES?

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.

Schedule Your Intro Call


As Featured In

Business Insider CNN Business Fiduciary News Forbes US News & World Report