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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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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%
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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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