Birchcreek Wealth Management
2955 Exchange Place Blvd
Miamisburg, OH 45342
9375670646
We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.
We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings.
We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families.
As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.
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Firm Start Year
2019
No. of Employees
5-9
CRD#
5169351
Firm CRD#
304207
Name of Custodial Firm
Fidelity Investments
Firm's Number of Clients
205
Firm's Number of Planning Clients
205
Firm's Number of Managed Clients
205
Assets Managed by Firm
$249,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892395/rothira-Birchcreek-Wealth-Management-detailed-disclosure.html
Birchcreek Wealth Management, LLC is a registered investment advisor. Resources provided on our website are for informational and/or educational purposes only and are not, in any way, to be considered investment or tax advice, nor a recommendation of any investment product. Advice may only be provided by Birchcreeks advisory persons after entering into an advisory agreement and providing all requested information about your personal financial situation.