Birch Street Financial Advisors

Overview

Birch Street Financial Advisors is an independent registered investment adviser operating as a limited liability company and focused on serving individual and family clients. The firm acts as a capital allocator and delivers fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it also advises clients on the selection of other advisers. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing investment relationships and project-based planning work. Investment activity is centered on publicly traded funds and mutual funds as the primary sleeve of managed assets, but the firm also allocates to external alternative managers. Birch Street Financial Advisors manages client assets on a discretionary basis and uses a single, centralized custodian relationship, which points to a streamlined operational model and a preference for concentrated custody and reporting.

Assets & Accounts

Investments & Alternatives

Location & Offices