In our view, a financial firm that tries to be all things to all people often ends up being of no particular value to any of them. At Birch Run Financial, our team’s capabilities are intentionally focused on the select group of affluent individuals we serve – executives of pharmaceutical firms and power companies, as well as attorneys and other professionals. The advantage of such a narrow focus is the wide opportunity it presents to those on whom we are focused.
A financial planning firm
not designed to be for everybody, but everything to a select few