We are dedicated to aligning your money with your ideal life. To us that means freeing up your time to focus on what matters most to you. We help clients have the confidence to pursue their dreams by providing clear and unbiased financial advice. They desire the freedom to do the things they love, with the people they love, in the places they love.
We look at your entire financial picture to design a plan to balance your short- and long-term goals. We combine financial planning and investment management to optimize your financial life on an ongoing basis. We want to be your go to advisor for any questions involving a dollar sign.
We look at your entire financial picture to design a plan to balance your short- and long-term goals. We combine financial planning and investment management to optimize your financial life on an ongoing basis. We want to be your go to advisor for any questions involving a dollar sign.
Services
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you. Birch Investments has selected TD Ameritrade as the primary custodian for our clients' accounts.
Everyone has their own hopes and dreams for the future. We've seen clients delay gratification for a future retirement. Others have traveled extensively in their early years with a plan to work well into retirement. Whatever your goals are, you need a plan to meet them. Early on in life how much you save matters much more than how well your portfolio does.
Our typical clients have accumulated $250,000 or more of investable assets or have high incomes and are committed to saving aggressively towards their goals. Our clients pursue a life supported by financial independence. They don't chase riches. They seek the freedom that money can provide them. Freedom to spend their time doing what they enjoy, with the people they love, on their schedule.
GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification. Most important - get advice from an independent, fee-only financial advisor.
We start every client relationship with a no obligation 30 minute introductory call. No strings attached - simply an opportunity for you to see if Birch Investments is the best fit for your needs. We'll work together to gather your financial information and map out both your short- and long-term goals.
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