We specifically serve families of wealth.

Our clients:

• Have at least $3 million in investable assets
• Desire to raise grounded and successful adult children and grandchildren
• Understand the value of having expert guidance
• Are responsive and understand we must work together to achieve great results
• Aren’t chasing the next investment & agree with our investment philosophy

For ultra-high net worth families ($25 million+) please visit Birchwood Family Office.

We only work with families of wealth.

• Our typical family has at least $5 million of investable assets and are looking for the highest level of thinking, planning, and execution.  

We have the highest credentials in the industry.

• All of our advisors are Chartered Financial Analyst^® charterholders and CERTIFIED FINANCIAL PLANNER^TM practitioners.

We “grow small” by design. 

• Client service isn't a cliche phrase. We've limited our size to make it a reality: we will only serve 80 clients.
• Birchwood’s goal is to build deep relationships and to know exactly what's going on in our clients' financial lives. 

$24,000 per year, per client household. Our compensation only comes from the clients we serve. We do not receive commissions or kickbacks by selling products.

Why do you charge $24K and other flat fee advisors charge less? What value do you provide that’s different?

Not all “flat fee advisors” are interchangeable. It’s the difference between seeing a general physician and going to a specialist who deals with your exact situation every day. When the decisions are meaningful, the expertise behind them matters more.

The question isn’t "why do you cost more," it’s "what mistakes are we avoiding and what opportunities are we capturing?" If better advice improves outcomes even marginally (on taxes, investments, or major decisions) it can dwarf the fee difference very quickly. At your level, a single good decision, or avoided mistake, can be worth hundreds of thousands, sometimes millions.

The clients we work best with aren’t looking for the cheapest option; they’re looking for the highest level of thinking, access, and execution.

For ultra-high net worth families ($25 million+) please visit Birchwood Family Office.

• Birchwood Family Office exists to serve ultra-high net worth families with at least $25 million of investable assets.
• Our Families prioritize trustworthy professionals and raising grounded, successful children over buying expensive investment products.
• Flat-Fee: one clear annual fee for all services that isn’t based on AUM.

Inquire Privately:

For inquiries, please complete our short form and our office will contact you.

The CFP® certification is the standard of excellence in financial planning. CFP® professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. Furthermore, they must commit to ethical standards that require them to put their clients’ interests first (See CFB Board).

The Chartered Financial Analyst® (CFA®) credential is the most respected and recognized investment designation in the world. The curriculum covers academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. A work experience requirement and an annual attestation to ethics ensure career long professional excellence by those who have earned the charter (See CFA Institute).

Yes, our services and systems have been designed so that clients can easily work with us from any location.