Helpful Links to Work with Your Financial Advisor
Before getting started with our client resources please visit our new clients page first.
Online Appointment Scheduling
We encourage our clients to schedule appointments using our online calendar. This gives Brian's latest availability and allows you to schedule phone calls, in person meetings, and virtual meetings.
Birch Investments has a client portal and mobile app. This allows our clients to view their investment holdings, performance reporting and more.
Client assets are held at TD Ameritrade. You may access their website to view your investment accounts and link your bank accounts to move money to and from TD Ameritrade.
We try to communicate with our clients via a variety of means. Feel free to follow us on your platform of choice below.