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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-17-2024
- Office Locations
- 1
Office Locations
About Birch Financial Group
Birch Financial Group is an SEC-registered RIA providing full-service financial planning and wealth management for busy New Hampshire professionals and families, also serving clients nationwide. The firm delivers customized roadmaps for retirement, cash flow, tax and risk planning, legacy and philanthropic goals, and manages portfolios often implemented with ETFs and mutual funds, with custody options including Altruist and Schwab. The firm does not vote client proxies.
Reported data analysis
What the numbers show
Between November 18, 2025 and July 17, 2026, reported AUM increased 19.6%, from $221.3M to $264.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 192 clients, or 96 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on October 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Birch Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LIANA MARIE POODIACK
Founder, Manager
- CRD
- #3230074
- Ownership
- 75% or more
TRAVIS JAMES POODIACK
Chief Compliance Officer, Manager
- CRD
- #6527796
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,688,531 | $405,964 |
| Non-Discretionary | $0 | -- |
| Total | $264,688,531 | $405,964 |
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Separately Managed Accounts
SMA allocation detail is available
Birch Financial Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.