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
    • Families and Individuals
    • 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
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Technology & Innovation
  • Topic
    • Education
    • Women
  • Media
    • Article
    • Newsletter
Three takeaways from earnings season
5/9/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Federal Reserve reserves the right to change its mind
5/9/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Read
A substantial collection of fixed income opportunities
5/5/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Firms front-load increase in tariffs during Q1 2025
5/2/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Looking beyond President Trump's first 100 days in office
5/2/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
twitterfacebooklinkedinspotifyenvelope

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.

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences