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Birchcreek Wealth Management

Birchcreek welcomes: 

Jake solo Jan 2023

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.

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COMPLIMENTARY PORTFOLIO RISK ASSESSMENT

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.

Read Now

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.

Read Now
Retirement Whitepaper 7-20
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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.

Articles & Media

Dayton Daily News

'In Your Prime' article

Birchcreek: 2021 Business of the Year - Community Supporter nominee

Industry Podcast featuring our CEO, Dan Johnson

Dayton Business Journal Article: Birchcreek Wealth Management

Forbes: Article featuring our CEO, Dan Johnson, written by Mindy Diamond

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.

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Birchcreek Wealth Management, LLC is a registered investment advisor.

937-567-0646  |  Info@BirchcreekWealth.com  |  2955 Exchange Place Blvd, Miami Twp, OH 45342

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