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
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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
Birch Financial Group are a wonderful team of professionals who have been very helpful with important life decisions and retirement planning. I recommend their services to anyone.
5 Stars
Peace of mind are the first words that describe my years long experience working with Birch Financial Group.Liana has walked me through every step of the way through the years, always explaining things I don't understand and offering choices. It is through her expertise that I am financially stable in my latter years.Working with Liana feels like having a wise good friend giving advice on many aspects of life...not strictly financial.I highly recommend Birch Financial Group to anyone.Sincerely Jacqueline Forest
5 Stars
Birch Financial from my experience has always been in my best interest. All things financial are explained to me in terms I understand, and kept simple and profitable.
5 Stars
Helpful and friendly. All questions were answered.
5 Stars
Travis, Joyce and I reviewed our status financial conditions; a thumbnail of our proforma balance sheet and income statement.Nothing controversial. Light conversation about our family including our son and how he is doing with his recent move to Arizona and new employment.
5 Stars
5 Stars
I have been working with Liana for a few months now. She is very knowledgeable and is always so willing to help with any and all questions I have! I highly recommend using Birch financial for all your financial needs!
5 Stars
Very knowledgeable advisors who take the time to provide exceptional personal service.
5 Stars
5 Stars
Annual discussion
5 Stars
I do like the new tool to use to see my future projections although I haven't had the time to use it on my own yet.
5 Stars
My wife & I have been clients of Liana, Travis , & Alexis for years. They were there for us in difficult times. Always professional, responsive, & helpful.
5 Stars
Liana Poodiack is an incredible financial advisor. She has helped us in so many ways. We have recommended her to members of our family and they are now her clients.
5 Stars
I highly recommend travis and his team very knowledgeable.I highly recommend him!
5 Stars
Liana has always steered us the right direction, I have been with her for many years and been extremely happy with the results
5 Stars
Wonderful company and always available to help with all my financial questions !
5 Stars
Very helpful and pleasant Financial Advisors to work with. Would strongly advise using this Group.
5 Stars
They've done a great job for us. Personal service with expert guidance.
5 Stars
5 Stars
5 Stars
We have been with Liana and Travis for many years and have always been very happy with their handling of our investments. We would recommend them to anyone. Tom & Karen
5 Stars
Birch financial team provides a level of service that is catered to an individual's needs and includes more than just the numbers. They offer support, education, and advice on all matters concerning financial needs and goals in life. Liana, Travis and Alexis have helped multiple generations in my family with no hesitation no mater how big or small the matter has been. Highly recommend!
5 Stars
My father and I have been with the Poodiacs for decades (well since Liana broke off from Wells Fargo, whenever that was) and our wealth has grown steadily. They are wonderful people to work with. I would recommend Birch Financial Group to anyone who has money to invest with.
5 Stars
Liana,Travis, and Alexis have all been extremely helpful in helping me to reach my financial goals. I am very grateful to have connected with them. I highly recommend Birch Financial Group!
5 Stars
5 Stars
Liana, Travis and Alexis have all been great helping us navigate our financial journey!
5 Stars
Travis, Leana, and Alexis have been incredibly supportive throughout the years. I wouldn't trust anyone else with my finances.
5 Stars
Birch Financial Group have been wonderful in helping us to achieve our goals. Even when our goals changed they came through to help us get where we wanted to be. We are totally happy with them and the service they provide.
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