Birch Financial Partners

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.

Retirement planning goes beyond investments. Taxes, income, and Medicare costs can all play a role in your strategy.Plan...
09/03/2026

Retirement planning goes beyond investments. Taxes, income, and Medicare costs can all play a role in your strategy.

Planning ahead can make all the difference. Reach out to Birch Financial Partners to learn more.

09/01/2026

Join us September 17 at 6 PM for a complimentary workshop covering market volatility, taxes, portfolio longevity, and RMDs.

๐Ÿ“ Westford Community Center

๐ŸŽŸ๏ธ Reserve your spot at birchfp.com

Investing is about more than picking the right investments. Avoiding common mistakes can be just as important.Want help ...
08/27/2026

Investing is about more than picking the right investments. Avoiding common mistakes can be just as important.

Want help building an investment strategy? Reach out to Birch Financial Partners.

Financial stress can feel overwhelming, but having a plan can make a difference. Here are a few simple ways to take cont...
08/20/2026

Financial stress can feel overwhelming, but having a plan can make a difference. Here are a few simple ways to take control and feel more confident about your finances.

Have questions? Reach out to Birch Financial Partners.

08/18/2026

What a day in the life of a financial advisor looks like.

Ready to make a plan for your future? Visit birchfp.com to get started.

Reserve your spot here at birchfp.comAre you prepared for market volatility, taxes, portfolio longevity, and RMDs in ret...
08/14/2026

Reserve your spot here at birchfp.com

Are you prepared for market volatility, taxes, portfolio longevity, and RMDs in retirement? Join us for a complimentary 1-hour workshop to learn more.

๐Ÿ“ Westford Community Center
๐Ÿ“… September 17 | 6 PM

Having a strategy, guidance, and a long-term plan can make all the difference. Let us help you make informed decisions a...
08/13/2026

Having a strategy, guidance, and a long-term plan can make all the difference.

Let us help you make informed decisions about your financial future.

08/12/2026

The best time to plan for your financial future? Today.

Book a consultation and let's create a plan that works for you.

Understanding a strategy is one thing, knowing if it's right for you is another.Reach out to see how your financial deci...
08/06/2026

Understanding a strategy is one thing, knowing if it's right for you is another.

Reach out to see how your financial decisions fit into your overall plan.

Address

303 Wyman Street, Ste 300
Waltham, MA
02451

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