Birch Financial Group
Travis Poodiack, CFP®, is a Co-Founder and Owner of Birch Financial Group, having started this role in October 2024. Prior to this, Travis served as Vice President and Wealth Manager at Steward Partners Global Advisory from November 2016 to October 2024, where responsibilities included comprehensive wealth planning and investment strategy implementation for diverse clientele. Earlier experience includes working as a Financial Advisor at Poodiack Wealth Management Group of Wells Fargo Advisors, LLC, from September 2015 to November 2016. Travis holds a Bachelor of Science (BS) in Business Administration with a focus on Finance, earned from the University of New Hampshire's Peter T. Paul College of Business and Economics between 2011 and 2015.
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Birch Financial Group
Birch Financial Group specializes in full-service financial planning for busy professionals in New Hampshire and beyond. Our personalized strategies are designed to evolve with you, providing down-to-earth advice and clear financial guidance. Whether you're planning for retirement, real estate, or education funding, we create custom solutions aligned with your entire life's goals. Let us handle the details, so you can focus on what matters most to you. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.