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Let us focus on your financials
while you focus on the things you love.

Let us focus on your financials while you focus on the things you love.

Birch Financial Partners is a full-service financial planning and investment advisory practice that goes beyond the typical wealth management.

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Comprehensive and personalized services

We provide the highest level of personalized service and all-encompassing financial advice that our clients can feel confident in pursuing their financial goals.

Financial Planning
Outline goals, resources, concerns, and develop a comprehensive financial plan
• Cashflow analysis • Employer benefit optimization • Retirement Planning • Education Planning • Medicare Planning • Social Security analysis • Pension maximization
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Diversification strategy • Cashflow management • Tax sensitive investment • Real estate investement • Alternative Investment • Monitoring and Rebalancing
Tax Planning
Proactive financial strategy focused on minimizing tax liabilities while ensuring compliance with current laws
• Income management • Tax-advantaged accounts • Tax-loss harvesting • Deductions and Credits • Business tax planning • Gift tax and Charitable Giving
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Portfolio Downside protection • Life insurance • Disability insurance • Long term care insurance
Estate Planning
Work with legal advisors to maximize wealth and minimize tax liabilities
• Will and trust • Wealth transfer strategies • Estate distribution plan • Domestic partner planning

Comprehensive and personalized services

We provide the highest level of personalized service and all-encompassing financial advice so that our clients can feel confident in pursuing their financial goals.

Financial Planning
Outline goals, resources, concerns, and develop a comprehensive financial plan
• Cashflow analysis • Employer benefit optimization • Retirement Planning • Education Planning • Medicare Planning • Social Security analysis • Pension maximization
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Diversification strategy • Cashflow management • Tax sensitive investment • Real estate investement • Alternative Investment • Monitoring and Rebalancing
Tax Planning
Proactive financial strategy focused on minimizing tax liabilities while ensuring compliance with current laws
• Income management • Tax-advantaged accounts • Tax-loss harvesting • Deductions and Credits • Business tax planning • Gift tax and Charitable Giving
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Portfolio Downside protection • Life insurance • Disability insurance • Long term care insurance
Estate Planning
Work with legal advisors to maximize wealth and minimize tax liabilities
• Will and trust • Wealth transfer strategies • Estate distribution plan • Domestic partner planning

Shawn Zhu

Co-founder

Co-founder

Financial Advisor since 2012

Gregory Hughes

Co-founder

Co-founder

Financial Advisor since 2012

We work for you.

We are dedicated to building genuine professional & personal relationships with our clients as their true financial partner.

Want to join the team?

We’re hiring!

Shawn Zhu

Co-founder

Financial Advisor since 2012

Gregory Hughes

Co-founder

Financial Advisor since 2012

We work for you.

We are dedicated to building genuine professional & personal relationships with our clients as their true financial partner.

Want to join the team?

We’re hiring!

Our process

As fiduciaries, we are legally and ethically committed to acting in the best interest of our clients. Our structured process ensures tailored advice and actionable recommendations. Think of us as your financial concierge, helping you navigate both everyday and complex financial challenges with clarity and confidence.

Initial Consultation

Your Story, About Us, Scope of Work

Analysis

Data Gathering, Preliminary Strategies,
Strengths & Weaknesses, Future Scenario Simulation

Data Gathering, Preliminary Strategies, Strengths & Weaknesses, Future Scenario Simulation

Execution

Plan presentation, Strategies Review & Implementation, Account Access, Other Professional Referrals

Monitoring

Open line of communication, On Demand and systematic review, Plan and strategies upkeep

How can we help?

Schedule your complimentary consultation with us today.
We’d love to hear your story and how we can help you achieve your goals.

Birch Financial Partners, LLC

303 Wyman St, Ste 300, Waltham MA 02451

We are supported by McAdam LLC. McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of four offices in Philadelphia, Chicago, Boston, and Tysons Corner. McAdam LLC dba Birch Financial Partners is an SEC registered investment adviser that maintains a principal place of business in the State of Pennsylvania. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Mcadam LLC Dba Birch Financial Partners registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.