# Birchbrook
Source: https://planprovider.pro/provider/birchbrook

> From its Bangor headquarters in Maine’s Penobscot Valley, Birchbrook works with clients across the greater Downeast and central Maine region as a fee-only, S…

Retirement Plan Advisor

Bangor, ME

## About Birchbrook

<p>From its Bangor headquarters in Maine’s Penobscot Valley, Birchbrook works with clients across the greater Downeast and central Maine region as a fee-only, SEC-registered investment advisor focused on objective advice.</p>

<p>Founded in 1994, the firm runs investment management and planning work for individuals, families, trusts, estates, businesses, and nonprofits. It uses a transparent fee-only structure and keeps recommendations separate from product commissions.</p>

<p>For retirement plan sponsors, Birchbrook provides <a href="/plan-advisors">plan advisor</a> support, including 3(38) investment manager services where the firm takes discretion over investment selection and monitoring. Clients also use Birchbrook for retirement planning, financial goal planning, impact investing, and family and legacy planning, along with trust and fiduciary services.</p>

<p>Birchbrook reported $0.3B in assets under management as of 2026. A key differentiator is its fee-only model paired with in-house fiduciary and trust-oriented planning for households and organizations with longer time horizons.</p>

<ul>
<li>Fee-only, SEC-registered investment advisory services</li>
<li>3(38) investment manager services for retirement plans</li>
<li>Investment management and portfolio oversight</li>
<li>Retirement and financial goal planning</li>
<li>Trust, fiduciary, and legacy planning, including impact investing</li>
</ul>

Website: [https://birchbrook.com/](https://birchbrook.com/)

Founded: 1994

## Office Locations

- Bangor, ME (Headquarters)

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $259.0M

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- [Marble Trail Advisors](https://planprovider.pro/provider/marble-trail-advisors) - Middlebury, VT

- [R M Davis INC](https://planprovider.pro/provider/r-m-davis-inc) - Portland, ME

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