Skip to content
Birch Run FinancialBirch Run Financial
  • Home
  • About Us
    • About Us
    • Ed Lambert
    • Alexander Cabot
    • Ian M. Reitman
    • Bernadette Parrish
    • Ryan Pinter
    • Kayla Littrell
    • About Raymond James
    • Giving Back
  • Our Approach
    • Our Approach
    • Our Process
    • Our Philosophy
    • Our Services
      • Our Services
      • Retirement Planning
      • Longevity Planning
      • Education Planning
      • Portfolio Management
      • Trusted Advisor Coordinator
      • Financial Planning
      • Risk Analysis
  • About You
    • About You
    • Executives and Professionals
    • Individuals and Families
    • Attorneys
  • Resources
    • Resources
    • Podcasts
    • WorthWhile
    • Our Book
    • Client Videos
    • Raymond James Research
  • Contact Us
  • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Birch Run Financial
    595 E. Swedesford Road, Suite 360 Wayne, PA 19087 T: 484.395.2190 F: 484.395.2195
    Map and Directions Map and Directions

A steadfast financial partner for families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

arrow

What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Families and Individuals

Families and Individuals

02/17/2020

Niches
Untitled-1

Case Study

Pursuing a plan to retire early

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

read 7 ways to boost savings


This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

50%

Goal savings rate

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

  • Combining finances and accounts
  • Working toward shared financial goals
  • Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

  • Planning for education expenses
  • Estate planning that allows you to designate a guardian
  • Mitigating risk with life and disability insurance

Changing careers

We’ll help ease the transition to a new venture.

  • Making the most of your benefits
  • Updating your financial plan and goals
  • Planning for the sale or purchase of a business

Getting divorced

We’ll help you navigate the path to financial independence.

  • Defining new financial goals
  • Building a solid foundation with banking and lending solutions
  • Updating your legacy plan and beneficiaries
arrow

Related Resources

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.

Family & Lifestyle

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family and Lifestyle

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...

Personal Finance

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...

Loans

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...

Loans

Mortgage Payoff Calculator

How much interest can you save by increasing your mortgage paymen...

Loans

Net Worth Calculator

Your net worth is the value of all of your assets minus the total...

Personal Finance

Mortgage Refinance Calculator

How long will it take to break even on a mortgage refinance? Use ...

Loans
Untitled-1

Whatever your priorities are in life, we’re here to offer the guidance you seek.

let’s get started

Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc, and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

Placeholder for tests - DO NOT DELETE - Retirement Readiness by the Decades

Placeholder for tests - DO NOT DELETE - Retirement Readiness by the Decades

02/01/2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec co...

Placeholder
twitterfacebookenvelope

Begin your journey at Birch Run. We welcome the chance to guide you.

Birch Run FinancialBirch Run Financial
  • 595 E. Swedesford Road, Suite 360 Wayne, PA 19087
  • T: 484.395.2190
  • F: 484.395.2195
  • Map & Directions
  • Map & Directions

© 2021 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Legal Disclosures | Privacy Policy | Terms of Use

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.