Birchcreek Wealth Management

Birchcreek Wealth Management Birchcreek Wealth Management is an independent, fee-only, wealth management firm located in Dayton, Ohio.

We utilize a process that relieves the stress of planning and investing enabling clients to focus on family, health, and simply enjoying life.

05/29/2026

Today is 5/29… which makes it the perfect day to talk about 529 plans. 🎓

If saving for education has been on your to-do list, this is your reminder that even small contributions today can make a meaningful impact down the road.

In this quick video, we break down:
✅ What a 529 plan is
✅ Why families use them
✅ How they can help prepare for future education costs

Whether you’re a parent, grandparent, or simply planning ahead, 5/29 is a great day to revisit your education savings strategy.

Watch the video below. 👇

Already taking Required Minimum Distributions from your IRA?You may be able to direct some, or all, of that money straig...
05/28/2026

Already taking Required Minimum Distributions from your IRA?

You may be able to direct some, or all, of that money straight to a charity you care about, and exclude it from your taxable income entirely.

It's called a Qualified Charitable Distribution (QCD), and for the right person, it's one of the most powerful and underused strategies in retirement planning.

Check out our 2026 QCD Quick Guide to learn more.

Link is in the comments. 👇

As we gather with family and friends this Memorial Day weekend, we remember and honor those who gave their lives in serv...
05/22/2026

As we gather with family and friends this Memorial Day weekend, we remember and honor those who gave their lives in service to our nation.

We are deeply grateful for their sacrifice and the freedoms we enjoy because of it.

Wishing everyone a meaningful Memorial Day.

The finished product.We gave our office a refresh with fresh paint, new art, shelves, plants, and curtains. The transfor...
05/15/2026

The finished product.

We gave our office a refresh with fresh paint, new art, shelves, plants, and curtains. The transformation has completely changed the feel of the space.
It feels brighter, warmer, and like a cozy home away from home.

Spring cleaning/refreshing is complete at Birchcreek!

🏌️‍♂️ Birchcreek was proud to sponsor the Centerville Rotary Club, OH's annual golf outing this past Friday!Our teams, h...
05/11/2026

🏌️‍♂️ Birchcreek was proud to sponsor the Centerville Rotary Club, OH's annual golf outing this past Friday!

Our teams, headed by Dan and Sayre, had a great time out on the course. Special thanks to Kyle, Scott, Tim, Jason, Elizabeth, and Michael for joining us this year.

It was a fantastic day supporting a great cause, enjoying some friendly competition, and connecting with others in the community.

Thanks to the Centerville Rotary for putting on such a well-run and fun event!

After almost 7 years, we decided it was time for a little office refresh.We heard green is the new millennial gray… and ...
05/07/2026

After almost 7 years, we decided it was time for a little office refresh.

We heard green is the new millennial gray… and honestly, this is a trend we can get behind.

Although around here, we may just call it Birchcreek Green!

Stay tuned for the final reveal!

Special thanks to Ashlee DeLeonardis, Kendra Lupton, and Kyle Lupton for their hard work!

05/01/2026

You've done the work. You know where you stand, what you need, and roughly how to get there.

Now comes the final question. Do you manage on your own, or do you hire a financial professional?

Either answer is perfectly fine. But if you do consider hiring an advisor, there are a few things you should know before you do. Watch our final video in our 6-part Retirement Success in Retirement to learn more. 👇

If you've watched all six videos and want to take the next step, we'd love to connect.

Request a complimentary consultation with a Birchcreek Advisor. Link is in the comments.

04/30/2026

Are you leaving retirement money on the table?

In this video, Dan discusses practical steps to take to make the most of your retirement dollars.

Watch the video below 👇

Download our Financial Success in Retirement whitepaper. Link is in the comments.

04/29/2026

Knowing how much you need is only half the equation.

The other half is making sure your money is structured so it's actually there when you need it.

In this video, we break down a simple three-bucket framework. It's the structure that keeps market volatility from derailing your retirement income plan.

This is Part 4 of our 6-part retirement planning series. Watch below. 👇

Download our Financial Success in Retirement whitepaper. The link is in the comments.

04/28/2026

Social Security replaces about 40% of the average worker's pre-retirement income.

How do you fill the rest?

In this video, we break down the retirement income gap — what it is, how to calculate yours, and how your investment portfolio is what bridges the difference.

Download our free Financial Success in Retirement whitepaper to learn more. Link is in the comments.

Address

2955 Exchange Place Boulevard, Suite 103
Dayton, OH
45342

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

937-567-0646

Website

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