Birchwood Capital offers ongoing comprehensive financial planning and investment management services to individuals and high-net-worth individuals. Birchwood Capital focuses on a passive investment philosophy, primarily utilizing low-cost index funds and exchange-traded funds to build diversified portfolios tailored to each client's specific needs and risk tolerance. Investment management is included at no additional cost for clients who enroll in ongoing financial planning. Additionally, Birchwood Capital provides limited-scope financial planning on an hourly basis, covering areas such as retirement income, education funding, stock compensation, insurance analysis, tax planning, and estate planning. Birchwood Capital does not have a minimum account size requirement.
Fee Structure
Investment management is included at no additional charge if you sign up for Birchwood Capital's ongoing financial planning service. Birchwood Capital does not offer investment management as a standalone service.
