Reviews for Birchcreek Wealth Management

Dec 2023

Birchcreek Wealth Management has been an excellent experience especially relative to the advice and attention that I received for years at a major regional private banking investment advisor. Fidelity as a custodian is a major upgrade from the bank's tech and the team at Birchcreek has been excellent at not only structuring a portfolio to meet my life goals but at their sensitivity to tax issues. We have worked together to minimize tax burden while artfully restructuring the portfolio when there are losses to offset gains triggered by reallocation. They have provided excellent customer service including providing advice on mechanisms to maximize tax deferred accumulation...read full review
Dec 2023

I have been with them since very first day. They are extremely friendly, sincere and trustworthy. They have thorough grasp of wealth management issues. They have extraordinary skill and ability to address any of your concerns. Me and my wife wish them all the success.
Sep 2023

Birchcreek Wealth Management is THE firm to hire when seeking trustworthy and very comprehensive advice. The culture in their office and the chemistry of the team is like no other. Their clients love them. Make an appointment - you will be glad you did.

From Birchcreek Wealth 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.