Plans that don’t bend, break. Discover wealth advice built for real life.

Life passes like a fast-flowing river. Markets move, milestones appear and your circumstances change in the rush of an instant. That’s why at Birch Run Financial, we build financial plans designed to stay in sync as your life evolves, inspired by the flexibility and strength of the adaptable birch tree. For your journey to and through retirement, our experienced team will walk alongside you, helping you live in the moment while we keep our eye on what’s ahead.

Serving you With care and skill

Whether you’re an executive who wants to make the most of valuable benefits or a couple preparing for retirement, our team has the knowledge and skill designed to guide you toward the future you’ve dreamed of.


“Birches,” Robert Frost’s poem that begins with insight and ends with joy, inspired the name of our practice. It’s all about getting a view of what life should be.