You dream it, we’ll plan for it

As our client, you have a partner in Birch Run Financial – a team of advisors to help you with not only your investments, but with all of the important financial matters and decisions you encounter throughout your life. Our clearly defined service model and frequent contact enable us to truly know you, the goals and dreams you have and the milestones in life you are approaching.

While there will inevitably be ups and downs in the financial markets, our focused approach and discipline help us navigate all environments. We’ll be here for you throughout it all as your trusted advisors, dedicated to serving you and always acting in your best interest.

Birch trees are a pioneer species – unafraid to branch out and get outside the comfort zone. We can relate.

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

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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.

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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.