Birch Wealth Management
- Company typePrivate
- Founded2019
- HeadquartersRome, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Birch Wealth Management firmographics
Firmographics- Name
- Birch Wealth Management
- Legal name
- Birch Wealth Management
- Website
- https://birchwealth.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Birch Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where Birch Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Rome
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Birch Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure, Others
Revenue model
- Asset Management Fees: Birch Wealth Management is a fee-based Registered Investment Advisor that charges an asset-based fee on investments managed for clients. Fees are assessed on a sliding scale based on the value of client portfolios and are deducted directly from portfolios quarterly. The firm does not participate in any commission-based investment products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Asset-based fee schedule with portfolio size-based tiers |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Birch Wealth Management product offering
Product offeringCore offering
Birch Wealth Management is a fee-only Registered Investment Advisor (RIA) that provides personalized financial planning, investment management, retirement planning, estate and contingency planning, tax planning, education planning, and specialized special-needs planning. Services are delivered through dedicated service lines for individuals, business owners, and educators, with client assets custodied at TD Ameritrade and Charles Schwab and billed on an asset-based, quarterly fee schedule.
Product overview
Birch Wealth Management is a fee-only Registered Investment Advisor (RIA) offering comprehensive financial planning and investment management services through multiple service lines: Planning for Individuals, Planning for Businesses, Planning for Educators (403(b) services), and Special Needs Planning. The firm provides investment advisory services with portfolio management, estate and contingency planning, tax planning, education planning, and business succession planning. Assets are custodied at TD Ameritrade and Charles Schwab. The firm was founded in 2019 and operates as an independent, fiduciary-focused practice.
Differentiator
Problem solved
Functional benefit
Products and services
- Planning for Individuals Comprehensive financial planning for individuals, couples, or families covering income planning, portfolio management, wealth accumulation, education planning, estate and contingency planning, tax planning, and special needs planning.
- Planning for Businesses Business-focused financial planning including income planning, portfolio management, wealth accumulation strategies, estate and contingency planning, tax planning, and business valuations for business owners.
- Planning for Educators Specialized 403(b) retirement planning services for educators including plan review, vendor and investment guidance, fee transparency analysis, and retirement strategy alignment with pension and Social Security.
- Special Needs Planning Expert planning for families with special needs situations, including Medicaid planning, protecting loved ones with disabilities, and ensuring long-term financial security for individuals with intellectual, developmental, or physical disabilities.
- Investment Management Services Fee-based asset management with a high-quality, well-diversified investment portfolio on low-cost platforms, including ongoing portfolio monitoring, rebalancing, and performance reporting through TD Ameritrade and Charles Schwab custodians.
- Wealth Management Comprehensive wealth management services including investment advisory, retirement income planning, estate planning, contingency planning, education planning, tax planning, and business succession planning. Established in 2019 as a Registered Investment Advisory firm (RIA).
Companies that use Birch Wealth Management
Customer profileSegments4 records
Ideal customer profiles4 records
Birch Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Birch Wealth Management partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- TD AmeritradecorePrimary custodian used for client accounts. Assets are held at TD Ameritrade which provides account administration, statements, and trading services.
- Charles SchwabcoreCustodian for client accounts alongside TD Ameritrade. Provides account administration, statements, and trading services for client portfolios.
- Attorneys and AccountantscoreThe firm collaborates with attorneys and accountants as part of comprehensive financial planning. Works with outside counsel to ensure estate planning, tax planning, and special needs planning are properly implemented for clients.
- Rome Art and Community Center (RACC)minorSponsored Ladies Night at RACC's Holiday House event. Firm provides financial sponsorship in exchange for event visibility and community engagement.
- Utica Blue SoxminorSponsored Autism Acceptance Night event. Auctioned special autism-themed uniforms with proceeds benefiting the Kelberman Center.
- Kelberman CenterminorNonprofit organization serving individuals with autism. The firm supports through sponsorships, event participation, and founder Iris Buczkowski serves on the board (past Board Secretary & Member).
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
Birch Wealth Management competitors and assessment
Company assessmentDirect peers
- Yeske Buie: Fee-only financial planning-led RIA with a strong live-planning culture and emphasis on comprehensive planning over pure AUM; closely comparable business model and culture to Birch's planning-first orientation.
- Origin Wealth Advisors: RIA with a documented specialization in special needs financial planning; the most directly comparable peer to Birch's special needs service line and niche positioning.
- Ronald Blue Trust: Fee-only fiduciary RIA offering comprehensive wealth, estate, and charitable planning; comparable planning-led approach and willingness to coordinate with outside counsel for holistic client outcomes.
- Carson Wealth: Large fee-only RIA serving mass-affluent and HNW clients with a planning-led model and multiple service verticals; comparable in fiduciary positioning and consultative GTM, though materially larger and nationally distributed.
- Facet Wealth: Tech-enabled fee-only RIA offering personalized financial planning on a flat-fee subscription basis; overlaps with Birch on fiduciary planning but competes via a digital delivery model rather than in-person consultations.
- BFG Financial Advisors: Independent fee-only RIA providing comprehensive financial planning and investment management; overlaps with Birch in mission, fee structure, and target HNW/mass-affluent client base.
Broad incumbents
- Edelman Financial Engines: Largest U.S. independent RIA combining financial planning and investment management; broader incumbent with overlapping fiduciary, planning-led model but operating at massive scale with employer-plan relationships.
- Wealth Enhancement Group: Large independent wealth management firm with RIA services and a planning-led approach; broader incumbent with overlapping service lines (retirement, estate, tax) but operates at materially greater AUM scale.
- Creative Planning: One of the largest U.S. fee-only RIAs offering comprehensive planning and investment management; broader incumbent with similar fiduciary positioning but at far greater scale and geographic reach.
Emerging players
- LearnLux: Financial-wellness platform focused on employer-sponsored programs, including 403(b)/401(k) education; competes in the educator-employer financial wellness niche that Birch serves directly through its Planning for Educators service line.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Birch Wealth Management social profiles
Digital presenceBirch Wealth Management compliance and trust
Trust signalCompliance5 records
Birch Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Birch Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Birch Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Birch Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Birch Wealth Management
What does Birch Wealth Management do?
Birch Wealth Management is a fee-only Registered Investment Advisor (RIA) that provides personalized financial planning, investment management, retirement planning, estate and contingency planning, tax planning, education planning, and specialized special-needs planning. Services are delivered through dedicated service lines for individuals, business owners, and educators, with client assets custodied at TD Ameritrade and Charles Schwab and billed on an asset-based, quarterly fee schedule.
Is Birch Wealth Management a public or private company?
Birch Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Birch Wealth Management founded?
Birch Wealth Management was founded in 2019. It employs 1 to 10 people.
Where is Birch Wealth Management based?
Birch Wealth Management is headquartered in Rome, United States, in the North America region.
How does Birch Wealth Management make money?
One revenue line is on record: asset Management Fees.
Who are Birch Wealth Management's main competitors?
Direct peers on record are Yeske Buie, Origin Wealth Advisors, Ronald Blue Trust, Carson Wealth, Facet Wealth and BFG Financial Advisors. Broad incumbents are Edelman Financial Engines, Wealth Enhancement Group and Creative Planning. LearnLux is listed as an emerging player.
Does Birch Wealth Management have an API?
No public API is recorded for Birch Wealth Management.
What industry is Birch Wealth Management in?
Birch Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.