Birchcreek welcomes:
Jake Bartel, CFP®, Wealth Advisor
513-570-5644 Jake@BirchcreekWealth.com
We are thrilled to welcome Jake to the Birchcreek team and excited to serve clients together.
Jake joins us after spending nearly a decade at a major Wall Street firm. He holds the CFP® certification and is a cum laude graduate of The Ohio State University with a B.S. in finance and a minor in Italian. As a Wealth Advisor he enjoys walking clients through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own.
He resides in Anderson Township, OH with his wife Maggie and enjoys running, music, and snowboarding.
Welcome Jake!
Financial Planning & Investment Management
Objective and Independent:
A 100% fiduciary, fee-only Registered Investment Advisor (RIA) firm
Approachable and Collaborative:
Decades of experience working closely with multi-generational families
Accountable and Strategic:
Implementing a well defined process to planning and portfolio management
AT BIRCHCREEK, 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 other priorities such as family, health, and simply enjoying life.
Download our complimentary whitepapers on retirement planning:
Financial Success In Retirement
Six Questions to Develop a Framework for
Funding Your Golden Years
By Dan Johnson, CFP®
This whitepaper takes an approachable look at retirement preparedness today and the questions you should be asking yourself when planning for those years intended to focus on family, health, and simply enjoying life.
Tax Planning Strategies for Retirees
An inside look at some of the best tax planning strategies to incorporate into your retirement plan
By Matt Will, CFP®
A behind-the-scenes look at the planning strategies and techniques used by the top wealth management firms.
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 Birchcreek’s advisory persons after entering into an advisory agreement and providing all requested information about your personal financial situation.
Interested in learning more?
Please provide the information below and we will be in touch to schedule a complimentary exploratory call to get to know each other.