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Reviews for Birchcreek Wealth Management
Add your commentBirchcreek Wealth Management
2955 Exchange Pl Blvd #103, Miamisburg
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2955 Exchange Pl Blvd #103, Miamisburg
Directions Call Website Suggest an Edit
I have seen how this team works and I can say without hesitation they do things the right way. Where most advisory firms check the financial planning boxes and call it a day, Birchcreek actually goes further. One item that truly stands out is the fact that they have built an amazing outside council of industry specialists that help their clients get well rounded guidance across every area of their financial life. If there's a gap in your plan, they have someone who can help close it. That kind of intentional, collaborative approach to planning is rare. Their clients are fortunate to have them in their corner.
The Birchcreek Wealth Management team have provided my wife and I excellent financial planning services. Our Wealth Advisor, Jake Bartel, has provided invaluable advice to help us achieve our financial goals as we recently retired. We have worked with Jake over 10 years, and he is truly a partner as he listens to our questions and objectives and then with our input helps us to develop and implement the path to our goals. He is caring and compassionate and we value our personal relationship with Jake. He is proactive with advice, and always quick to respond and always available to meet with us whether it be personal or via a phone call. We are thankful to have the opportunity... read full review
Dan has an untouchable moral compass. He has helped me grow my portfolio for over a decade. I recommend him to all my friends and family. He has helped many of us prepare for retirement.