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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MatrixPeak +more
- Established Date
- 10-23-2019
- Office Locations
- 1
Office Locations
About Birch Street Financial Advisors
Birch Street Financial Advisors is a fee-only RIA serving pre-retirees and retirees with tax-focused retirement planning and investment management. Led by CFP(R) and CPA/PFS founder/CCO Joanne Burke, the firm builds long-term, diversified, low-cost, tax-aware portfolios (including ESG/impact options) and can incorporate legacy holdings. Planning includes Social Security and retirement income strategies, Roth and charitable planning, insurance review, and estate coordination.
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Owner & Executives
Joanne Ehreth Burke
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7042476
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,648,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,648,269 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,648,269
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,580,260,294 | 41.8% |
| Equity - Exchange | $2,235,521,380 | 26.1% |
| Cash | $2,749,434,341 | 32.1% |
| Total | $8,565,216,015 | 100.0% |