At Birch Hill, we seek to manage your money prudently and intelligently by investing in a limited number of companies with what we believe are "wide moats" separating them from their competitors. Our clients' issues vary widely - college costs, retirement planning, caring for aging loved ones, providing security for future generations.
No matter what yours are, count on us to provide the direction you need to address them. Our relationships often span multiple generations of the same family, and that's important to the well-being of children and grandchildren. We also work to help fulfill clients' philanthropic goals. Birch Hill has been named one of the Top 300 Financial Advisors in the country and one of the Top 10 in Boston.
No matter what yours are, count on us to provide the direction you need to address them. Our relationships often span multiple generations of the same family, and that's important to the well-being of children and grandchildren. We also work to help fulfill clients' philanthropic goals. Birch Hill has been named one of the Top 300 Financial Advisors in the country and one of the Top 10 in Boston.
Services
Birch Hill Investment Advisors was founded in Boston in 2007 by Gary Mikula, Miner Crary, Rob O'Neil and Tom Reilly. The four investment professionals had worked together for years, providing investment and wealth management services to a host of individual and institutional clients. That allowed them to put their extensive experience to work for the benefit of their clients.
At Birch Hill, we seek to serve our clients on an individualized basis, recognizing their personal circumstances, tolerance for risk, and short- and long-term goals. Within that context, we use a deliberate investment process that we've developed and refined over the course of our many years as investment managers, and to which we adhere tenaciously.
Birch Hill Investment Advisors is a registered investment advisory (RIA) firm located in downtown Boston, MA with almost $1.9 billion assets under management. Birch Hill's mission is to provide superior personalized wealth management services to private clients, trusts, foundations, endowments and institutions.
While we believe investing our clients' money intelligently and prudently is our first responsibility, there are numerous other ways in which we seek to provide value to them that go beyond their portfolios. The following are a few of the many examples of how we've helped various clients address financial issues, plan for the future, and improve their overall quality of life.
The majority of the clients we serve at Birch Hill are people we've worked with for years. In fact, many of these relationships pre-date our founding. We frequently serve multiple generations of the same family, and we believe that works in their favor. It means we are in a better position to provide estate planning services that benefit both parents and their offspring.
Reviews
Be the first to review Birch Hill Investment Advisors.
Write a Review
