Insights
At Birch Financial Partners, we simplify market trends and personal finance, offering insights and tips to help you make confident financial decisions.
Stay informed and empowered on your financial journey.
© 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.