Birchcreek Wealth Management

Name: Birchcreek Wealth Management
Address: 2955 Exchange Pl Blvd, Miamisburg, Ohio, United States
Telephone: 937-567-0646

Serving families as stewards of their financial lives.

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Birchcreek Wealth Management Birchcreek Wealth Management

Dayton, OH

Serving Clients Nationwide

Serving families as stewards of their financial lives.

937-567-0646

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Compensation Methods

Fee Only
Percentage of Assets Managed

About Birchcreek Wealth Management

At Birchcreek Wealth Management, we serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.

✔️ OBJECTIVE AND INDEPENDENT: A 100% fiduciary, fee-only Registered Investment Advisor (RIA) firm

✔️ APPROACHABLE AND COLLABORATIVE: Decades of experience working closely with multi-generational families

✔️ ACCOUNTABLE AND STRATEGIC: Implementing a well defined process to planning and portfolio management

Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance.

This leads to:

✔️ mitigated conflicts of interest
✔️ lower overall costs
✔️ broader availability of securities and funds
✔️ the highest level of transparency around what you are paying
✔️ a streamlined client experience through reduced paperwork and legal jargon

Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.

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Who We Serve

Baby Boomers
Business Owners
Caregivers
Corporate Executives
Divorce
Dual Income Family
Families
Gen X
Gen Y / Millennials
Intergenerational Families
Living in Retirement
Parents

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