Travis 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 Travis Poodiack, CFP®
Hi, I'm Travis Poodiack, Co-Founder of Birch Financial Group.My path to finance was carved out early, inspired by the community and family values I grew up with in a small town in New Hampshire. I wanted a career that would allow me to make a genuine difference for people. And for me, helping you plan your finances for the life you want to live is exactly that.
People work hard for their money. I'm here to help them make the most of it. When it comes to investing and financial planning, it's the tiny details I like the most — because those details, while they may seem small now, are part of the big picture. And they will carry through to affect the rest of your life and ultimately your legacy.
Home is where the heart is, and mine is in Bennington, NH, where I enjoy my passion for cooking, spending time with my loved ones and playing with Colter, my English Springer Spaniel.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
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
University of New Hampshire, Peter T. Paul College of Business and Economics, Bachelor of Science (BS) in Business Administration, Finance
Hobbies and Interests
- Cooking
- Family
SEC 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
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