A philosophy that goes beyond numbers

At Birch Run Financial, we believe in a personal approach to investing. We take the time to get to know you, using that insight to build a custom diversified portfolio aligned with your financial goals and objectives. This video explains.

Our commitment to delivering a comprehensive, individualized and extraordinary client experience encompasses many elements. It means quickly and efficiently responding to your questions and requests, and calling with regular updates regarding the market and your investments. It means providing podcasts, books and webinars to further your understanding of market, economic and geopolitical events.

Above all, it means effectively developing a retirement plan designed to give you the monthly income you need to maintain your lifestyle while making your money last.