Built By Insiders
We set out with the intention to answer this question: How would we want to be served if we were the client -- knowing what we know about the financial industry?
Well, we’d want to:
- Be charged a flat-fee rather than a percentage of assets managed
- Receive more in value than what we pay
- Be given advice with our interests coming first
- Not be sold something we don’t need
- Have our investments taken care of as if they were our own
- Work with a distinguished professional at the top of their field
- Have someone always on the lookout for ideas and law changes that affect our situation
- Look the advisor who is making the decisions and managing the portfolio in the eyes
That’s what we’d want. So that’s simply what we did for you.
Built By Insiders
We set out with the intention to answer this question: How would we want to be served if we were the client --
knowing what we know about the financial industry?
Well, we’d want to:
- Be charged a flat-fee rather than a percentage of assets managed
- Receive more in value than what we pay
- Be given advice with our interests coming first
- Not be sold something we don’t need
- Have our investments taken care of as if they were our own
- Work with a distinguished professional at the top of their field
- Have someone always on the lookout for ideas and law changes that affect our situation
- Look the advisor who is making the decisions and managing the portfolio in the eyes
That’s what we’d want. So that’s simply what we did for you.
Built By Insiders
We set out with the intention to answer this question: How would we want to be served if we were the client --
knowing what we know about the financial industry?
Well, we’d want to:
- Be charged a flat-fee rather than a percentage of assets managed
- Receive more in value than what we pay
- Be given advice with our interests coming first
- Not be sold something we don’t need
- Have our investments taken care of as if they were our own
- Work with a distinguished professional at the top of their field
- Have someone always on the lookout for ideas and law changes that affect our situation
- Look the advisor who is making the decisions and managing the portfolio in the eyes
That’s what we’d want. So that’s simply what we did for you.
Built By Insiders
We set out with the intention to answer this question: How would we want to be served if we were the client --
knowing what we know about the financial industry?
Well, we’d want to:
- Be charged a flat-fee rather than a percentage of assets managed
- Receive more in value than what we pay
- Be given advice with our interests coming first
- Not be sold something we don’t need
- Have our investments taken care of as if they were our own
- Work with a distinguished professional at the top of their field
- Have someone always on the lookout for ideas and law changes that affect our situation
- Look the advisor who is making the decisions and managing the portfolio in the eyes
That’s what we’d want. So that’s simply what we did for you.
Built By Insiders
We set out with the intention to answer this question: How would we want to be served if we were the client --
knowing what we know about the financial industry?
Well, we’d want to:
- Be charged a flat-fee rather than a percentage of assets managed
- Receive more in value than what we pay
- Be given advice with our interests coming first
- Not be sold something we don’t need
- Have our investments taken care of as if they were your own
- Work with a distinguished professional at the top of their field
- Have someone always on the lookout for ideas and law changes that affect our situation
- Look the advisor who is making the decisions and managing the portfolio in the eyes
That’s what we’d want. So that’s simply what we did for you.
Differences That Matter To You
Simple Is Better
and Here's Why
Confusing pie charts, industry jargon, and textbook-sized financial plans are the norm when working with a typical financial firm. We don’t think those things help anyone.
That’s why we cover how we can generate retirement income, protect your assets, reduce taxes and build an investment portfolio in a one-page summary that you understand.
Focus Is Better
and Here's Why
If you build a home, do you hire your neighbor who’s handy with a hammer or do hire an established custom home builder? While your neighbor might be a great guy or gal, you want to entrust your home to an expert.
Our expertise is in retirement planning. We understand Social Security strategies, tax planning strategies, and creating portfolios that generate income you can’t outlive. All things you need to maximize your retirement.
We purposefully made our focus narrow so we can provide the deepest benefits to our clients who are at this stage of life.
Personal Is Better
and Here's Why
True personal service is unscalable.
While other large firms are incentivized to make their advisors handle hundreds of clients to enhance economies of scale, Birchwood Capital’s goal is to build deep relationships and provide clients with the highest value. We do this by limiting our numbers.
We can listen longer and provide thoughtful, relevant, and personal information for your success.
Aligning Our Core Values To Benefit You
Integrity
Undivided
- Most decisions aren’t difficult with a commitment to doing the right thing
- Be extremely reliable
- Operate authentically
Excellence
Painstaking Attention to Detail
- Highest standards with every interaction and action
- Continual learning and growth in expertise
- Win the day with preparation
Effort
Everything Worth Doing is Hard. Period.
- Quick fixes never pay off; think and act long-term
- Build deep win-win-win relationships between our clients, our communities, and ourselves
- Good returns and a house full of love must be earned
Humility
Serve Others
- Clients come before firm’s desires
- Listen and arrive with an open mind not the “right answer”
- The work done well serves the community, rather than the firm
How Do We Compare?
Birchwood Capital
We are purposefully independent and smaller so that human-beings remain our focus and success.
Large National Firm
They are bigger and clients might get lost in the shuffle.
Birchwood Capital
We do one thing really well: Retirement Planning.
Large National Firm
They handle all situations and age groups.
Birchwood Capital
We slow down and summarize what needs to be done in plain English.
Large National Firm
They might provide statistics and information full of industry jargon.
Birchwood Capital
We are fiduciaries, legally bound to always act in your best interest.
Large National Firm
They are not required to always put you first.
Birchwood Capital
We have a simple, transparent flat-fee structure.
Large National Firm
They charge by the amount of assets they manage.
Birchwood Capital
We don’t push proprietary products. We select investments based on research and being low-cost.
Large National Firm
They sell proprietary products that tend to be expensive.
Birchwood Capital
We use your tax information to analyze how you can be avoiding taxes throughout the year.
Large National Firm
They typically don't review your tax information.
Birchwood Capital
We are CERTIFIED FINANCIAL PLANNERTM practitioners and professional investment managers.
Large National Firm
They may not have the education and credentials that your long-term situation requires.
The Difference is Clear
If Our Difference makes sense to you, read about Our Investment Philosophy for more details.
