At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions. We draw on our expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own, in turn enabling them to focus on other priorities such as spending time with loved ones, focusing on their health, and simply enjoying life.
To show our commitment to putting our clients first, Birchcreek was founded to serve as a fiduciary in 100% of our client interactions. We are an independent, ‘fee-only’ registered investment advisor (RIA). Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance.
This leads to:
mitigated conflicts of interest
lower overall costs
broader availability of securities and funds
the highest level of transparency around what you are paying
a streamlined client experience through reduced paperwork and legal jargon
Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 2955 Exchange Place Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- birchcreekwealth.com
- Keywords
- Wealth Management, Retirement Planning, Financial Planning, Fee-Only RIA, Fiduciary, Independent Investment Advisor, Registered Investment Advisor, Generational Wealth Planning.
- HQ
- Dayton, Ohio
- Competitors
- The Square at University Hill, Birch Creek Capital, LLC, PARAMINT, Craig Beach Police Dept, Watkinson Capital Advisors LLC - Municipal Bond Specialists, Mars Hill University Department of Business, City of Vandalia, Beach School District 3, Cross River Partnership for Peace and Security, Tiger Bay Advisors, LLC.
Birchcreek Wealth Management Questions
Birchcreek Wealth Management's website is birchcreekwealth.com
Birchcreek Wealth Management's LinkedIn profile is https://www.linkedin.com/company/birchcreekwealth
Birchcreek Wealth Management has
6 employees.
View email and phone details for 6
employees at Birchcreek Wealth Management.
Birchcreek Wealth Management's industry is
Financial Services
Birchcreek Wealth Management's top competitors are
The Square At University Hill,
Birch Creek Capital, Llc,
Paramint,
Craig Beach Police Dept,
Watkinson Capital Advisors Llc - Municipal Bond Specialists,
Mars Hill University Department Of Business,
City Of Vandalia,
Beach School District 3,
Cross River Partnership For Peace And Security,
Tiger Bay Advisors, Llc.
Birchcreek Wealth Management's categories are Financial Services
Birchcreek Wealth Management's founding year is 2019
