Birch Financial Partners

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Birch Financial Partners Most people save. Few strategize. We help you do both | Family CFO. Let us focus on your financials while you focus on the things you love!

Birch Financial Partners is a full-service financial planning and investment advisory practice that goes beyond the typical wealth management. We provide the highest level of personalized service and all-encompassing financial advice so that our clients can feel confident in pursuing their financial goals. Whether you are a working professional/executive, business owner, retiree or pre-retiree, we will tailor our financial planning and asset management solutions to best fit your career and life. We are dedicated to building genuine professional and personal relationships with our clients as their true financial partner. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. McAdam, LLC dba Birch Financial Partners and MAS are not affiliated entities.

10/08/2026

A cash bonus can be more than extra spending money. Investing it could give those dollars the opportunity to grow over time.

It’s never too late to put your money to work for your future.

What does a financial advisor actually do? It can depend on who they work for and how they approach your financial life....
10/06/2026

What does a financial advisor actually do? It can depend on who they work for and how they approach your financial life.

10/01/2026

Roth IRA or Traditional IRA? The right choice depends on your current situation, your tax picture, and your long-term goals.

Know who’s advising you, how they’re compensated, and what standard applies to your relationship.
09/29/2026

Know who’s advising you, how they’re compensated, and what standard applies to your relationship.

09/24/2026

Your financial life doesn’t have to feel overwhelming. Let us take care of the financial details so you can focus on what matters most.

There’s still time to make thoughtful decisions about your future.The best time to create a plan is the time you’re read...
09/22/2026

There’s still time to make thoughtful decisions about your future.

The best time to create a plan is the time you’re ready to start.

09/17/2026

Financial planning isn’t just about investments. It’s about looking at the bigger picture and creating a strategy around your goals, priorities, and future.

Learn what a comprehensive financial plan can look like.

Your financial priorities change as you move through life. The right strategy should evolve with you.Wherever you are to...
09/15/2026

Your financial priorities change as you move through life. The right strategy should evolve with you.

Wherever you are today, it’s never too early or too late to start planning.

09/11/2026

There’s a lot that goes into a thoughtful financial plan. Research, analysis, strategy, and ongoing review all work together to help support your goals.

Let us focus on the financials while you focus on what matters most.

It’s not just about where you invest, it’s about how your entire financial life is supported.See how personalized, coord...
09/08/2026

It’s not just about where you invest, it’s about how your entire financial life is supported.

See how personalized, coordinated advice can make a difference. Schedule a consultation with Birch Financial Partners.

Address

303 Wyman Street, Ste 300
Waltham, MA
02451

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