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Birchcreek Wealth Management

2955 Exchange Place Blvd

Miamisburg, OH 45342

9375670646

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About Birchcreek Wealth Management

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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General Information

Firm Start Year

2019

No. of Employees

5-9

CRD#

5169351

Firm CRD#

304207

Name of Custodial Firm

Fidelity Investments

Firm Information

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

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Disclosures

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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892395/rothira-Birchcreek-Wealth-Management-detailed-disclosure.html

Disclaimer

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.

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