Our close-knit team collaborates to serve a select group of clients. Our familiarity with the companies they work for means we have a more intimate knowledge of their retirement plans and corporate benefits than perhaps less-connected financial advisors.

The team at Birch Run Financial works diligently to provide the best client service experience possible. Each team member shares a unified vision for serving our clients with the utmost care and respect. Our clients not only have a lead advisor to help them, but also other team members who have specialized skills in areas such as retirement planning, estate planning and diversified portfolio management.

Our advisors’ affiliation with Raymond James is another important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America. The firm has a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice. Its 3,500 professionals at the international headquarters in St. Petersburg, Florida, provide the support and resources we need to help serve our clients.