
Birchcreek Wealth Management
Financial Services, 2955 Exchange Pl BLVD, Dayton, Ohio, 45342, United States, 1-10 Employees
Who is BIRCHCREEK WEALTH MANAGEMENT
At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions. We draw on our expertise and experience to help clients esta...
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Headquarters: 2955 Exchange Pl BLVD, Dayton, Ohio, 45342, United States
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Date Founded: 2019
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Birchcreek Wealth Management
Answer: Birchcreek Wealth Management's headquarters are located at 2955 Exchange Pl BLVD, Dayton, Ohio, 45342, United States
Answer: Birchcreek Wealth Management's official website is https://birchcreekwealth.com
Answer: Birchcreek Wealth Management's revenue is $1 Million to $5 Million
Answer: Birchcreek Wealth Management's SIC: 6282
Answer: Birchcreek Wealth Management's NAICS: 523940
Answer: Birchcreek Wealth Management has 1-10 employees
Answer: Birchcreek Wealth Management is in Financial Services
Answer: Birchcreek Wealth Management contact info: Phone number: Website: https://birchcreekwealth.com
Answer: At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions. We draw on our expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own, in turn enabling them to focus on other priorities such as spending time with loved ones, focusing on their health, and simply enjoying life. To show our commitment to putting our clients first, Birchcreek was founded to serve as a fiduciary in 100% of our client interactions. We are an independent, fee-only registered investment advisor (RIA). Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance. This leads to: mitigated conflicts of interest lower overall costs broader availability of securities and funds the highest level of transparency around what you are paying a streamlined client experience through reduced paperwork and legal jargon Birchcreek is directly regulated by the Securities and Exchange Commission (SEC) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.
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