At Birchwood Financial Partners, our investment management approach is focused on long-term strategies and balancing risk with portfolio growth objectives. We believe that it is nearly impossible to consistently predict the near-term direction of a security or of the market in general. Our objective is to design a portfolio of investments that is tailored to your financial plan, not an arbitrary index.
Our focus is your success now and in the future. We know you have worked hard for your money and want that money to work hard for you. You will find that our team takes the time to get to know what is important to you, what resources and opportunities you have available and together we create a personalized plan that gives you the information and support you need to feel confident about your financial decisions.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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