What We Provide

Your Journey Starts Here

You have individual goals and values. Our team can help you identify how they intersect with your money. Whether you're thinking about a future goal like retirement, or how your investments can make a difference, we are committed to providing solutions to your questions.

Our Investment Management Approach

Why Fee-Only?

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. We are also a fiduciary, meaning we put our client's interests first at all times. 


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Ready to Get Started?

Meet with one of our financial advisors to learn how a financial plan could benefit you.