Liana Poodiack, CFP®
Full-Service Financial Planning for Busy New Hampshire Professionals
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Serving Clients Nationwide
Full-Service Financial Planning for Busy New Hampshire Professionals
Areas of Focus
- Cash Flow
- Estate Planning
- Financial Planning
- Insurance
- Investment Management
- Legacy Planning
- Retirement Planning
- Tax-Efficient Planning
About Liana Poodiack, CFP®
Hi, I'm Liana Poodiack, Co-Founder of Birch Financial Group.My journey into finance started back in fifth grade, thanks to my dad. He introduced me to investing, and I was hooked. I went on to invest my part-time income through middle and high school. Years later, I used my investments to pay for half of my first two years of college, where I majored in accounting.
I started my career in banking. I worked my way up to branch manager before changing to the investment side of things in 1998 with A.G. Edwards.
Having experienced the power of investing with a true financial plan for myself — not just to watch the numbers change, but for a genuine, personal purpose — I wanted to help others do the same. Our goal is to understand your story, what makes you tick, what is most important, and then tailor a plan that accommodates your ever-changing story.
When I'm not helping our clients, you can find my husband Jim and me spending time with our sons Travis, Kyle, daughter-in-law Stephanie, and our grandson Asher. We enjoy boating, snowmobiling, riding side-by-sides, and spending time with our three dogs.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
149 Emerald St, Suite M2/M3, Keene, NH 03431
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 20 minute Connection Call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Birch Financial Group
Birch Financial Group provides full-service financial planning for professionals and families in New Hampshire, helping clients build wealth, plan for retirement, and invest with confidence through custom strategies and lifelong support.Who We Serve
Whether you're a professional growing your wealth, a business owner managing assets, or a retiree structuring your legacy, our team delivers personalized financial planning, investment management, and tax-efficient strategies to support your evolving needs. We take a relationship-driven approach, helping clients build long-term financial security without unnecessary complexity.
Our Services
Our services span investment and wealth management, retirement planning, estate and legacy planning, tax strategies, risk management (including life, long-term care, and disability insurance), and cash flow and debt optimization. We develop an investment and wealth management strategy that is unique to each client, and we work alongside professionals like CPAs and estate planning attorneys to help transition a client's legacy to the next generation.
Why Work With Us
We view our relationships with clients and team members through a familial lens, and we're committed to ongoing professional development so we can offer effective, up-to-date financial planning strategies. Placing our clients at the center of everything we do is our highest priority, and every strategy we develop is driven by the needs, aspirations, and well-being of the people we serve.
Investment advisory services are offered through Birch Financial Group, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.
Education
Franklin Pierce University, Accounting
Hobbies and Interests
- Boating
- Family
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
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