Frequently Asked Questions

Financial planning services – Q&A

How are you compensated?


It's a question we believe everyone should be asking their financial advisor. Birchwood is a fee-only independent financial planning and investment management firm. We base those fees on the amount of assets we’re managing for a client. Fees are paid directly from the client’s accounts to Birchwood Financial Partners on a quarterly basis. A fee is generally charged on an initial financial plan.

WHY DO I NEED A FINANCIAL ADVISOR?

NEED HELP WITH YOUR FINANCIAL PLAN?

VIEW OUR APPROACH CONTACT