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- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-1990
- Office Locations
- 2
Office Locations
About Birchbrook
Birchbrook is an independent, fee-only fiduciary RIA providing objective financial planning and investment management for families and individuals, as well as trusts, estates, and fiduciary administration. The firm also advises businesses and nonprofits on retirement plans and endowment solutions. Investment work emphasizes asset allocation and portfolio construction across public funds and ETFs. Schwab is among its listed custodians.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LUCIE ELIZABETH ESTABROOK
Chief Executive Officer, Wealth Advisor
- CRD
- #5867388
- Ownership
- 75% or more
JENNIFER LYNN EASTMAN
Chief Compliance Officer, Chief Operations Officer, Wealth Advisor
- CRD
- #7058869
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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JENIFER LYNNE BUTLER
Wealth Advisor
- CRD
- #1935515
JEAN MARGUERITE DEIGHAN
Senior Advisor
- CRD
- #1649834
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,772,466 | $349,967 |
| Non-Discretionary | $6,691,921 | $191,198 |
| Total | $296,464,387 | $343,528 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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