BIRCH WEALTH MANAGEMENT

Overview

Birch Wealth Management is an independent registered investment adviser operating as a corporation and registered with the SEC in 2021. The firm is owned by an individual and focuses on serving individual and family clients, with advisory work centered on financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM billing with the option for hourly charges. Birch does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices