# Birchcreek Wealth Management, LLC
Source: https://planprovider.pro/provider/birchcreek-wealth-management-llc

> Known for a fee-only, independent approach and a 100% fiduciary standard, Birchcreek Wealth Management, LLC works with individuals, high-net-worth individual…

Retirement Plan Advisor

Miamisburg, OH

## 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/](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

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