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Returning Client

New Client

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.

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

Comprehensive and personalized services

Comprehensive and personalized services

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 help 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 that are designed to help 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 that can help 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 • Medicare Planning • Social Security analysis • Pension maximization

  • Wealth Management

    Grow, maintain, and help 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 that are designed to help 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 that can help maximize wealth and minimize tax liabilities

    • Will and trust • Wealth transfer strategies • Estate distribution plan • Domestic partner planning

Who we serve

Professionals & Executives

Prepare for career transitions, ensure adequate insurance coverage, and plan for retirement amidst fluctuating income and responsibilities.

How We Can Help

Business Owners & Entrepreneurs

Manage operation cashflow, analyze buy-sell agreement and work place retirement benefits, and navigate through business cycles.

How We Can Help

Retirees & Pre-retirees

Plan investment and distribution throughout retirement, manage healthcare costs, and prepare for unexpected expenses.

How We Can Help

Who we serve

Professionals & Executives

Prepare for career transitions, ensure adequate insurance coverage, and plan for retirement amidst fluctuating income and responsibilities.

How We Can Help

Business Owners & Entrepreneurs

Manage operation cashflow, analyze buy-sell agreement and work place retirement benefits, and navigate through business cycles.

How We Can Help

Retirees & Pre-retirees

Plan investment and distribution throughout retirement, manage healthcare costs, and prepare for unexpected expenses.

How We Can Help

Who we serve

Professionals & Executives

Prepare for career transitions, ensure adequate insurance coverage, and plan for retirement amidst fluctuating income and responsibilities.

How We Can Help

Business Owners & Entrepreneurs

Manage operation cashflow, analyze buy-sell agreement and work place retirement benefits, and navigate through business cycles.

How We Can Help

Retirees & Pre-retirees

Plan investment and distribution throughout retirement, manage healthcare costs, and prepare for unexpected expenses.

How We Can Help

Who we serve

Professionals & Executives

Prepare for career transitions, ensure adequate insurance coverage, and plan for retirement amidst fluctuating income and responsibilities.

How We Can Help

Business Owners & Entrepreneurs

Manage operation cashflow, analyze buy-sell agreement and work place retirement benefits, and navigate through business cycles.

How We Can Help

Retirees & Pre-retirees

Plan investment and distribution throughout retirement, manage healthcare costs, and prepare for unexpected expenses.

How We Can Help

Shawn Zhu

Co-founder

Co-founder

Co-founder

Bio

Bio

Gregory Hughes

Co-founder AWMA®

Co-founder AWMA®

Co-founder AWMA®

Bio

Bio

We work for you

We work for you

We work for you

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

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

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

Want to join the team?

Want to join the team?

Birch Financial Partners is built on core principles that foster trust, growth, and excellence in financial advising. We are committed to empowering both our clients and team members by creating a collaborative, transparent, and client-focused environment.

Birch Financial Partners is built on core principles that foster trust, growth, and excellence in financial advising. We are committed to empowering both our clients and team members by creating a collaborative, transparent, and client-focused environment.

Birch Financial Partners is built on core principles that foster trust, growth, and excellence in financial advising. We are committed to empowering both our clients and team members by creating a collaborative, transparent, and client-focused environment.

We Are Hiring!

Our process

Our process

Working under the fiduciary standard, 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.

Working under the fiduciary standard, 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.

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

Select your complimentary session

How can we help?

How can we help?

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.

Schedule your complimentary consultation with us today.

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

Consultation

15 Minutes

Interested in personalized financial planning and concierge level service? Sign up for our complimentary 1-on-1 consultation to learn more.

Interested in personalized financial planning and concierge level service? Sign up for our complimentary 1-on-1 consultation to learn more.

Webinar

30 Minutes

Looking for information on a specific financial topic? Join our complimentary webinar where our founders will discuss key strategies of financial planning.

Looking for information on a specific financial topic? Join our complimentary webinar where our founders will discuss key strategies of financial planning.

Clinic

60 Minutes

Have a lingering financial question or curious about what financial challenges others are facing? Join our complimentary online clinic where our founders will provide general guidance to each participant.

Have a lingering financial question or curious about what financial challenges others are facing? Join our complimentary online clinic where our founders will provide general guidance to each participant.

Frequently Asked Questions

Everything you need to know about our financial services, fee structures, and how we support your financial journey, empowering you with the information needed to make informed decisions

Do you work under the fiduciary standard?

What sets your firm apart from others?

Who are your typical clients?

Is there a minimum investment required to work with you?

Do you work under the fiduciary standard?

What sets your firm apart from others?

Who are your typical clients?

Is there a minimum investment required to work with you?

Do you work under the fiduciary standard?

What sets your firm apart from others?

Who are your typical clients?

Is there a minimum investment required to work with you?

Do you work under the fiduciary standard?

What sets your firm apart from others?

Who are your typical clients?

Is there a minimum investment required to work with you?

How does the financial planning process work?

How are your fees structured?

How often will we meet to discuss my financial plan?

How do I get started?

How does the financial planning process work?

How are your fees structured?

How often will we meet to discuss my financial plan?

How do I get started?

How does the financial planning process work?

How are your fees structured?

How often will we meet to discuss my financial plan?

How do I get started?

How does the financial planning process work?

How are your fees structured?

How often will we meet to discuss my financial plan?

How do I get started?

Birch Financial Partners

303 Wyman St, Ste 300
Waltham MA 02451

(781) 228-1036

advisory@birchfp.com

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© 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.

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC dba Birch Financial Partners, a registered investment advisor. McAdam, LLC dba Birch Financial Partners and MAS are not affiliated entities.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.