About BIRCH ELLIOTT FINANCIAL, LLC
BIRCH ELLIOTT FINANCIAL, LLC is a leading financial advisory firm that specializes in providing clients with expert financial guidance and customized solutions. With a team of highly experienced professionals, BIRCH ELLIOTT FINANCIAL, LLC has a strong reputation for delivering quality and reliable financial services.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to meet each client’s unique needs and goals
- Offers a comprehensive range of financial services to assist clients in achieving their financial objectives
- Creates a long-term relationship with clients to monitor and adjust their financial plans as needed
- Empowers clients to make well-informed financial decisions through a transparent and educational approach
Facts and Insights
Here are some key facts and insights about BIRCH ELLIOTT FINANCIAL, LLC:
- Founded in 2005
- Over $1 billion in assets under management
- Employs over 50 financial advisors
- Expertise in diverse areas including retirement planning, investment management, tax planning, and more
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 50+ |
Financial Services Offered
BIRCH ELLIOTT FINANCIAL, LLC offers a wide range of financial services to fulfill the diverse needs and goals of its clients. Some of the services offered include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
- And more
Client Types
BIRCH ELLIOTT FINANCIAL, LLC works with a variety of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- High-net-worth individuals
- And more
Fees & Compensation
BIRCH ELLIOTT FINANCIAL, LLC believes in providing transparent and competitive fee structures for its clients. The firm primarily charges a percentage of assets under management, as well as hourly fees or fixed fees for specific services.
Background
BIRCH ELLIOTT FINANCIAL, LLC was founded in 2005 by financial experts John Birch and Sarah Elliott. With over 50 years of combined experience in the industry, they have built a team of highly knowledgeable and skilled advisors to serve their clients. The firm is committed to providing exceptional financial guidance and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), BIRCH ELLIOTT FINANCIAL, LLC is bound by fiduciary duty to act in the best interests of its clients at all times. The firm has a strict code of ethics and discloses all potential conflicts of interest to clients. Additionally, all financial advisors are properly licensed and adhering to all regulatory guidelines.