Birch Street Financial Advisors

Overview

Birch Street Financial Advisors LLC is an independent, Virginia-registered wealth advisory firm organized as an LLC and owned by an individual. The practice focuses on individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management for individuals and small businesses. Its service menu includes fee arrangements based on a percentage of assets under management as well as hourly and fixed-fee engagements, and the firm also provides manager selection services when clients need third-party advisers. The firm is not an active ESG investor and does not identify as a multi-state adviser. Industry affiliation with accounting professionals is noted, which suggests coordination with tax and accounting advisors is part of its client delivery model.

Assets & Accounts

Investments & Alternatives

Location & Offices