Birch Point Wealth Management LLC
We got started with the simple belief that everyone deserves to feel confident in their financial decisions, to have a healthy relationship with their money, and to feel in control of their financial future.
At Birch Point Wealth Management, we're driven by a belief that financial planning is about much more than numbers - it's about individual stories, dreams, and the journey towards bringing them to life.
Our philosophy is simple: we're here to help you turn your financial worry into financial well-being. Whether it's preparing for a comfortable retirement or managing everyday finances with greater ease, our personalized strategies are designed to meet you where you are. We focus on three key goals:
Making Work Optional: Achieve the freedom to work on your terms, enjoying the option to retire or pursue passions without financial constraints.
Enjoying Life: We help simplify financial planning so you can spend less time worrying about money and more time enjoying what matters most to you.
Ensuring Your Money Lasts: Our goal is to help you build a secure financial future that not only supports you but also leaves a lasting legacy for your loved ones.
We invite you to join us on this journey. Let's work together to turn your financial goals into reality, paving the way for a future where financial confidence and personal fulfillment go hand in hand.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.