Take the Guesswork out of your Financial Future

Birchcreek Wealth Management is offering complimentary portfolio review sessions.

Our portfolio review sessions will be conducted using virtual meeting software so you can stay in the comfort of your own home.

Benefits of a portfolio review session:

  • Understand the risk vs. return profile of your current portfolio
  • Clearly see how much you are paying in investment-related fees
  • Stress-test your portfolio against specific market conditions
  • Get a second opinion on ways to improve your portfolio

We look forward to hearing from you.

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Experienced Advisors.

You will work with one of our Wealth Advisors during your portfolio review session. All of our Wealth Advisors are CERTIFIED FINANCIAL PLANNER PRACTITIONERS™ with over ten years of experience.

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Expert Advice. 

We combine our depth of investment knowledge, investment philosophy, and cutting-edge technology in order to give you the clarity you need to invest with confidence.

Watch the video for more insights into our portfolio review process.

Objective and Transparent. 

As an independent, ‘fee-only’ registered investment advisor (RIA), we are fiduciaries. This means we are legally and ethically required to put a client's interests ahead of our own, and to act with prudence and loyalty. We never accept commissions or kick-backs from investment or insurance products.

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