Let us focus on your financials while you focus on the things you love! 

Birch Financial Partners is a full-service financial planning and investment advisory practice that goes beyond the typical wealth management. We provide the highest level of personalized service and all-encompassing financial advice so that our clients can feel confident in pursuing their financial goals. 

Our services include: Financial planning, Financial consulting, Wealth management, Retirement planning, Medicare planning, Tax diversification, Life insurance, Real estate analysis, Education saving, Estate planning etc.

Whether you are a working professional/executive, business owner, retiree or pre-retiree across the U.S. or around the globe, we will tailor our financial planning and asset management solutions to best fit your career and life. We are dedicated to building genuine professional and personal relationships with our clients as their true financial partner!

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. McAdam, LLC dba Birch Financial Partners and MAS are not affiliated entities.

Birch Financial Partners

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