About Birchcreek Wealth Management, LLC
<p>Known for a fee-only, independent approach and a 100% fiduciary standard, Birchcreek Wealth Management, LLC works with individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm was founded in 2019 and is based in Miamisburg in the Dayton metro area.</p> <p>Birchcreek provides financial planning and portfolio management, with a focus on multi-generational families and long-term accountability. For workplace retirement plans, the firm supports sponsors as a <a href="/retirement-plans">retirement plan provider</a> and can take on both 3(21) co-fiduciary and 3(38) investment manager roles.</p> <p>The firm reports $0.3B in assets under management (2026) and has a $500,000 minimum portfolio size. Fidelity Investments is used as the custodial firm. Birchcreek is registered to service clients in Florida, Indiana, Kentucky, Ohio, Tennessee, Texas, and Wisconsin.</p> <ul> <li>Fee-only, independent Registered Investment Advisor (RIA)</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Financial planning and portfolio management</li> <li>Custodian: Fidelity Investments</li> <li>Minimum portfolio size: $500,000</li> </ul>
Website: https://birchcreekwealth.com/
Founded: 2019
Office Locations
- Miamisburg, OH (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $279.3M