Brian Berkenhoff, CFA founded Birch Investment Management in 2011.Previously Brian was Principal and Financial Advisor at an SEC Registered Investment Advisor in Seattle from 2001 to 2008.Brian began in the financial industry in 1998.
Birch Investment Management is an independent, fee-only financial advisor. We are based in Brookings, South Dakota but you don't have to be. We serve clients virtually across the country. We provide financial planning and investment management services as a fiduciary to our clients. We specialize in helping busy families get clarity in their financial life. Client assets are custodied at TD Ameritrade.
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