A Difference you can appreciate

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and why we believe you should give serious consideration to The Birch Lane Group.

Experienced, hands-on money management

We bring a background of more than 25 years in money management. This allows us to invest directly in high-quality stocks, creating well-balanced portfolios with only the advisory fee and not a second layer of indirect fees brought by owning shares through mutual funds and ETFs.

An experienced and credentialed team

Our team has more than a century of combined financial industry experience. Additionally, members of our team hold several key credentials such as Chartered Financial Analyst^® and Certified Financial Planner^™ professional.

Our process-driven approach

We have a well-defined and disciplined process for tailoring a financial plan precisely to your needs, goals and situation. It begins with an in-depth discovery process to evaluate not only risk tolerance and financial goals but also to determine that there is a good mutual fit for working together.

Our affiliation with Raymond James

Raymond James is one of the largest independent financial services firms in America, giving us access to its robust resources and sophisticated products, while never compromising our ability to focus on what’s most important: offering objective advice and putting your best interests first.