Birchcreek Wealth Management, LLC
Birchcreek Wealth Management, LLC (CRD# 304207) is a financial advisory firm headquartered in Miami Township, OH. They manage $279,333,739 in 250 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management279MILLION
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Total Number of Accounts250ACCOUNTS
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Average Account Value$1,117,335
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IN, KY, OH, TN, TX, WI
Jacob Bartel (CRD# 6291505) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 9 years of experience in the finance industry.
Daniel Johnson (CRD# 5169351) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 16 years of experience in the finance industry.
Matthew Will (CRD# 5230212) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 17 years of experience in the finance industry.