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New Client
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.
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.
Birch Financial Partners is a full-service financial planning and investment advisory practice that goes beyond the typical wealth management.
Birch Financial Partners is a full-service financial planning and investment advisory practice that goes beyond the typical wealth management.
Birch Financial Partners is a full-service financial planning and investment advisory practice that goes beyond the typical wealth management.
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 • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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 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 • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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 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 • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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
Financial Planning
Outline goals, resources, concerns, and develop a comprehensive financial plan
• Cashflow analysis • Employer benefit optimization • Retirement Planning • Education Planning • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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 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 • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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
Financial Planning
Outline goals, resources, concerns, and develop a comprehensive financial plan
• Cashflow analysis • Employer benefit optimization • Retirement Planning • Education Planning • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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 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 • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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
Financial Planning
Outline goals, resources, concerns, and develop a comprehensive financial plan
• Cashflow analysis • Employer benefit optimization • Retirement Planning • Education Planning • Long term tax & insurance strategies • Social Security analysis • Pension maximization
Risk Management
Identify, analyze, and find solutions to potential risks and unexpected events
• Comprehensive risk assessment • Life insurance • Disability insurance • Long term care insurance
Wealth Management
Grow, maintain, and protect your portfolios in a systematic and disciplined approach
• Asset allocation • Investment diversification • Investment income • Tax sensitive investment • Downside protection
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
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 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?
Our process
Our process
Whether you are a working professional/executive, business owner, retiree or pre-retiree, we will tailor our financial planning and asset management solutions to best fit your career and life.
Whether you are a working professional, business owner, retiree or pre-retiree, we will tailor our financial planning and asset management solutions to best fit your career and life.
1
1
Initial Consultation
Your Story, About Us, Scope of Work
Your Story, About Us, Scope of Work
2
2
Analysis
Data Gathering, Preliminary Strategies,
Strengths & Weaknesses, Future Scenario Simulation
Data Gathering, Preliminary Strategies,
Strengths & Weaknesses, Future Scenario Simulation
Data Gathering, Preliminary Strategies, Strengths & Weaknesses, Future Scenario Simulation
3
3
Execution
Plan presentation, Strategies Review & Implementation, Account Access, Other Professional Referrals
Plan presentation, Strategies Review & Implementation, Account Access, Other Professional Referrals
4
4
Monitoring
Open line of communication, On Demand and systematic review, Plan and strategies upkeep
Open line of communication, On Demand and systematic review, Plan and strategies upkeep
Open line of communication, On Demand and systematic review, Plan and strategies upkeep
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.
© 2024 Birch Financial Partners
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.