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Birch Investment Management

Independent. Fee-Only. Fiduciary.


How We Are Different

Birch Investments is a member of the Fee-Only Network.

Fee-only financial advisors never earn commission or sell investment products. Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of the The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.

Birch Investments is a member of the XY Planning Network.

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Core Tenets

Do what's best for the client.

The best way to do that is as a fee-only fiduciary. This removes any conflicts of interests. We are only paid by our clients and they know exactly what they pay.

Simplify the complex. 

Investing doesn't need to be complicated. Industry jargon is meant to intimidate consumers. We try to relay our technical expertise in plain english.

Nobody can predict the future.

Despite what people claim there is no way to know what the markets will do in the short-term. The best defensive is to always stay invested in a globally diversified portfolio and live within your means.

Financial planning should take a holistic approach.

The more we know the better we can serve you. This means knowing more than just your investments. We look at your balance sheet and cash flow. We discuss your dreams and your worries.

Financial advice should be delivered in a relaxed setting.

Money & health can be stressful. When you visit the doctor do you feel comfortable sitting there? Our office is comforting. Our attire is casual (Brian will be wearing jeans).

Communicate regularly.

We proactively reach out to meet our clients every four to six months. But life happens. Every client has Brian's cell phone. We're available to answer questions whenever they arise.

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