Why You Need a Financial Advisor
Written by: Bridget Handke, CFP®, CAP®
If you have lived for several decades, your personal finances have likely become more complex. You...
Read MoreThe amount that you delegate to us is determined largely by you—some of our clients want us to manage as much as possible, while others like to stay actively involved in their plan.
We believe that you should judge your performance based on how well you are tracking toward attaining your goals. To measure that well usually requires that both your Birchwood advisor and you are taking the actions we’ve modeled and planned together.
We custody assets with Charles Schwab Institutional.
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