Achieve Financial Success
Fee-Only Fiduciary Wealth Management for Dayton, Cincinnati, and Jacksonville-Area Families Nearing or In Retirement
Objective & Independent:
A 100% fiduciary, fee-only Registered Investment Advisor (RIA) firm
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Approachable & Collaborative:
Decades of experience working closely with multi-generational families
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Accountable & Strategic:
Implementing a well defined process to planning and portfolio management
Learn MoreBased in Miamisburg, Ohio, we work with families throughout the Dayton, Centerville, and Cincinnati area — as well as clients in Jacksonville, Florida and nationwide. Many of the people we serve are the “millionaire next door” type: hardworking professionals and retirees who built their wealth quietly through saving and discipline, and who are now looking for an objective, unbiased second opinion as they approach or enter retirement with $500,000 or more in investable assets.
Remove Financial Stress
A Clear, Personalized Plan for Your Retirement Years
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.
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Five Mistakes New Retirees Make With Their Money (and How to Avoid Them)
Retirement Planning E-Book
With decades of experience helping retirees successfully manage their wealth, we’ve witnessed several pitfalls that can seriously undermine a new retiree’s financial security. Here, we’ve outlined five of the most common ones along with tips on how to avoid them so you’ll be better equipped to make the most of your wealth.
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Six Questions to Develop a Framework for Funding Your Golden Years
Financial Success In Retirement
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.
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A summary of select tax rules that can be helpful in managing your financial plan.
2026 Tax Planning Reference Guide
In using the information included, confirm with your tax advisor whether and how the rules noted apply to your personal circumstances and the accuracy of the information given your situation.
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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.