Financial Planning + Investment Management
WHAT DOES WEALTH MEAN TO YOU?
It's more than what's in your bank account. For our clients, it's the freedom to do what they want with the people they love.
Does your financial plan enable you to pursue true wealth? Forget retirement planning. Let's talk life planning...work optional. Are you enjoying life now and planning for the future?
FIND BALANCE IN YOUR LIFE
If money wasn't a constraint, how would you spend your time? No two people are alike and therefore no two financial plans should be either.
As a financial planner, we are passionate about aligning your money with your life. We free up your time so that you may focus on what matters most to you.
GET CLEAR ON YOUR GOALS
We believe that clarity builds confidence. Yet many families don't have the time or resources to gain insight into their financial life.
As a financial advisor, we take the time to help you get organized, gain insight on where you want to go, and lay our actionable steps to meet your goals both now and in the future.
PROACTIVE WEALTH MANAGEMENT
We don't just manage your assets. We look at your whole picture. Success is measured by your goals, not ours.
Clients come to us for help with investing efficiently, minimizing taxes, and optimizing their income. They trust our advice on college funding, charitable giving, and estate planning.
FINANCIAL ADVICE IN YOUR BEST INTEREST
CLIENTS TRUST US BECAUSE WE MANAGE OUR MONEY THE WAY WE MANAGE THEIRS
Nearly half of all US mutual fund managers haven't invested a single dollar in their own products.1
At Birch Investments, we invest our own money alongside our clients.
No corporate parent. No funds or products to sell. We offer our clients a wide range of investment options through an independent custodian.
Our fees are simple and transparent. We are only paid by our clients. We don't collect any commissions. When you do well, we do well.
We are a fiduciary to all of our clients. It only makes sense to take advice from someone who is committed to acting in your best interest.
ARE YOU READY TO FEEL GOOD ABOUT YOUR FINANCES?
SCHEDULE A CALL WITH BRIAN BERKENHOFF, CFA
BASED IN SOUTH DAKOTA. SERVING CLIENT VIRTUALLY NATIONWIDE.