Birch Financial Group

Overview

Birch Financial Group is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2024) and serves individual and family clients with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model includes asset-based fees as well as hourly and fixed-fee arrangements, which suggests a blend of ongoing portfolio management and project-based planning work. Investment posture tilts toward public equities—particularly exchange-traded exposures—and the firm identifies as an active ESG investor, indicating some integration of environmental, social, or governance factors into its process. Birch does not position itself as a capital allocator (it does not run private fund-of-funds structures), but it does deploy client capital into third-party alternative managers for select strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives