Take control of your practice
Join a growing, independent ‘fee-only’ Registered Investment Advisor (RIA) firm to truly put your clients first.
At Birchcreek, we reject the commission-driven business model of traditional wealth management firms. We believe a relentless focus on putting our clients' goals first is the surest path to reaching our own goals.
Here are a few benefits of going independent and joining our team:
• Mitigated conflicts of interest in a 100% fiduciary model
• Access to the latest, most sophisticated technology
• Streamlined client experience through reduced paperwork and legal jargon
• Safety and security of client assets through one of the largest custodians in the world
• Simple, straightforward compensation plan
• Revenue generated only through the predetermined, fully transparent advisory fee rate agreed upon in advance
Complete the contact form to schedule a confidential exploratory call with Dan and Bryan.
You will work with an experienced team of Wealth Advisors focused on doing what is right for clients. All of our Wealth Advisors are CERTIFIED FINANCIAL PLANNER PRACTITIONERS™ with over ten years of experience.
Check out Who We Are.
We combine our depth of investment knowledge, investment philosophy, and cutting-edge technology to give clients the clarity they need to invest with confidence.
Watch the video for insight into one of our portfolio review tools.
Objective and Transparent.
As an independent, 'fee-only' wealth management firm we take on a fiduciary relationship with clients. This enables clients to be confident their interest will always be front and center. We never accept commissions or kickbacks for recommending investment or insurance products. This commitment is a cornerstone to building long-lasting relationships and a steady stream of referrals.