Building relationships to understand your unique needs
Birchwood’s unwavering culture of a client-first focus is what allows our team to form trusting bonds with those we serve. You will find that your Birchwood advisors spend time getting to know you, are open and straightforward. Birchwood strives to meet or exceed what we say we will do for you.
Our office is often a place where you might think about certain aspects of your financial future for the first time. Birchwood Financial Partners creates a space that is not only safe for talking about hopes and fears, but a space that’s also highly effective for moving through challenging conversations and creating a well-rounded financial plan.
Women and Financial Planning
Women tend to live longer but it's our experience they often make less for a variety of reasons including stepping out of the workforce or cutting hours to take care of their kids or parents At Birchwood, we strive to help women feel empowered by giving them the tools they need to make informed decisions. We work with each client the same way-as unique individuals that need something that's tailored for their lifestyle, hopes and dreams.