Birch Financial Group

Birch Financial Group is a financial planner in Keene, NH. The firm provides full-service financial planning for professionals and families in New Hampshire, as well as clients nationwide. Their specialized services include wealth management, tax planning, risk management, liability management, cash flow management, estate and legacy planning, and philanthropy. With a 5.00 rating from 149 reviews, the firm focuses on building customized strategies to help clients achieve long-term success.

The firm utilizes a personalized approach known as the Magna FORMula to align financial strategies with a client's values and life goals. Rather than using templates, the team offers down-to-earth advice and clear, relaxed conversations that can take place in their office or even in a client's home. Their services cover a wide range of needs, from managing investment risks and life insurance to optimizing loans and coordinating with CPAs and estate attorneys for legacy transitions. The team includes co-founders Liana Poodiack and Travis Poodiack, both of whom are CFP® professionals.

Located on Emerald St UP1, the office is a short walk from the Cheshire Children's Museum and the Colony House Museum. The business is situated near the Department of Motor Vehicles and is about 0.3 miles from the Shipping Shack post office.

The business maintains thorough, well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized, making it easy for people to find the information they need.

Birch Financial Group provides dedicated, personalized financial planning to help the professionals and families of Keene, NH, build a legacy and a lifestyle they are proud of.