BIRCHWOOD FINANCIAL PARTNERS, INC.

Overview

Birchwood Financial Partners, Inc. is an independent registered investment adviser that began SEC registration in 2014 and operates as a privately owned corporation. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator, using outside managers alongside its own advisory services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory capabilities listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Birchwood reports it is not an active ESG investor. Custody and operational choices appear centralized through a single primary custodian (see Assets & Accounts). The firm’s stated preference for public funds/mutual funds shapes much of its asset mix, though it also allocates to alternative strategies via third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices