Birch Financial Group

Overview

Birch Financial Group is an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual principal. The firm was registered with the SEC in 2024 and serves primarily individual and family clients, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, fixed fees and other fee structures. The firm identifies as an active ESG investor and does not position itself as a capital allocator. It is not designated as a multi-state adviser or pension consultant and does not operate as a related adviser to another registered entity.

Assets & Accounts

Public Holdings

Investments & Alternatives