Birchwood Financial Partners is a fee-only financial planning and investment management firm founded on the relationship we have with each and every client. Our team can help you identify how money intersects with your values and goals around family, meaningful work, lifestyle and giving back. Together we work with you to build a tailored financial strategy designed to give you an understanding of how your resources align with your goals as well as give you guidance on how to protect and grow your financial foundation.
SRI is a complex landscape of opportunities to support companies that demonstrate good corporate governance and are engaging in practices that promote environmental or social justice goals. We seek investment managers we feel have expertise in identifying businesses that are not only operating in a responsible manner, but are also attractive investment opportunities.