Birch Financial Group

Birch Financial Group is a fee-only SEC-registered investment adviser founded and registered in 2024 that provides wealth management, investment management, financial planning, retirement plan consulting, and financial consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and businesses. As of December 31, 2025 the firm reports approximately $264.7 million in discretionary assets across about 192 client relationships and advises on equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities.

The firm develops individualized investment policies and asset‑allocation targets and manages accounts on both discretionary and non‑discretionary bases, using a mix of fundamental and technical analysis and a combination of passive and active strategies; it may also engage Outside Managers and subscribe client accounts to model portfolios. Clients can engage in ongoing planning, project‑based plans, or hourly consulting, and the adviser supports socially responsible investing options and the management of “held‑away” accounts via a third‑party connectivity platform.

What is noteworthy relative to peers is the combination of a recent 2024 launch with a relatively large reported AUM and a two‑advisor supported structure, producing a higher AUM‑per‑advisor profile than is typical for similarly structured firms. The firm also integrates several third‑party platforms—Altruist’s Model Marketplace for models, a held‑away account management link, an estate‑document facilitation service, and access to fee‑based annuities through DPL—while operating on a percentage‑of‑AUM billing model and allowing case‑by‑case flexibility on account minimums.