AT BIRCHCREEK, we serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.
This whitepaper takes an approachable look at retirement preparedness today and the questions you should be asking yourself when planning for those years intended to focus on family, health, and simply enjoying life.A behind-the-scenes look at the planning strategies and techniques used by the top wealth management firms.
This whitepaper takes an approachable look at retirement preparedness today and the questions you should be asking yourself when planning for those years intended to focus on family, health, and simply enjoying life.A behind-the-scenes look at the planning strategies and techniques used by the top wealth management firms.
Services
We draw on 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.
We are honored to serve clients across a number of states, many of which are in our hometown of Dayton, Ohio. We especially enjoy working with multiple generations of families. In fact, we make it a practice to extend financial planning services and a client's pricing to their linear family - children, grandchildren, or parents.
As a business owner or executive, you care about the success, retention, and development of your workforce. Progress toward an employee's retirement goals is paramount to their financial wellness. Our Plan Advisory Services for 401k, Profit Sharing, or other types of employer sponsored plans include:.
Join a growing, independent 'fee-only' Registered Investment Advisor (RIA) firm to truly put your clients first. At Birchcreek, we reject the commission-driven business model of traditional wealth management firms. We believe a relentless focus on putting our clients' goals first is the surest path to reaching our own goals.
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