Silver Birch Financial LLC

Overview

Silver Birch Financial LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2026. The firm positions itself as a capital allocator that works with both high-net-worth individuals and family clients as well as institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. The firm charges clients through a mix of asset-based fees and fixed fees. Silver Birch does not identify as an active ESG investor and does not list pension consulting or related-adviser activity on its filings. It describes itself as a newly formed, owner-operated advisory business that uses external managers as part of its investment program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices