Birch Investment Management

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.

TD Ameritrade

Birch Investments has selected TD Ameritrade as the primary custodian for our clients' accounts. TD Ameritrade serves over 4,000 independent Registered Investment Advisors just like us. They offer our clients powerful resources, asset security, broad investment choices, and cutting edge technology.

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.

1% For The Planet

1% for the Planet is a global organization that connects dollars and doers to accelerate smart environmental giving. We recognize that the current level of environmental giving—only 3% of total philanthropy—is not enough to solve the most pressing issues facing our planet.

1% for the Planet inspires people to support environmental organizations through annual membership and everyday actions. We advise on giving strategies, we certify donations and we amplify the impact of our network.

Started in 2002 by Yvon Chouinard, founder of Patagonia, and Craig Mathews, founder of Blue Ribbon Flies, our members have given more than $225 million to environmental nonprofits to date. Today, 1% for the Planet is a network of more than 2,000 business members, a new and expanding core of individual members and thousands of nonprofit partners in more than 60 countries. Our headquarters are located in Burlington, VT with staff located around the world.

Learn about Birch Investment Management's commitment to the planet.