Birch Run Financial

Birch Run Financial The advisors at Birch Run Financial work to help individuals with a variety of retirement planning a Member FINRA/SIPC.

We believe comprehensive retirement planning begins with a thorough understanding of our clients' needs. Before we make any recommendations, our job is to completely understand not only where you are today, but where you are going and what you'd like to do when you get there. Only then, can we construct a plan to help achieve your goals. And planning for a lifetime of retirement income does not en

d there. Our dedication to ongoing communication and client education allows us to monitor and adjust your plan as your needs change. Through a risk-managed, tactical asset allocation approach, our goal is to manage risk in an effort to give our clients the best chance of long-term success. The services we provide include:
-Financial Planning
-Retirement Planning
-Investment Management
-Risk Management
-Estate Planning

Feel free to contact us if you have any questions about your own financial goals. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding...
06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

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Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income ...
06/22/2026

Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income now offers more compelling return potential than it has in many years.

raymondjames.com

**๐๐ข๐ซ๐œ๐ก ๐‘๐ฎ๐ง ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Œ๐ข๐-๐˜๐ž๐š๐ซ ๐”๐ฉ๐๐š๐ญ๐ž**As we reach the midpoint of 2026, we're incredibly grateful for the continued tru...
06/22/2026

**๐๐ข๐ซ๐œ๐ก ๐‘๐ฎ๐ง ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Œ๐ข๐-๐˜๐ž๐š๐ซ ๐”๐ฉ๐๐š๐ญ๐ž**

As we reach the midpoint of 2026, we're incredibly grateful for the continued trust our clients place in usโ€”and for the referrals that allow us to support more friends and families with thoughtful financial guidance.

This year has already brought meaningful milestones for our team, including continued growth, recognition on the Forbes Best-in-State Wealth Management Teams list, and important personal moments that remind us how fortunate we are to do what we do each day.

๐Ÿ“„ Please take a few minutes to read our full mid-year update for insights on our firm and what lies ahead.

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The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullba...
06/18/2026

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

06/18/2026

I would never head out fishing without factoring in the season, the tide, or my bait.

Yet many people treat retirement that way.

They know their account balances, but not whether itโ€™s enough to last.

In this short video, see why retirement without a plan is just โ€œcasting and hoping.โ€

If you need help evaluating the conditions for your retirement, connect with me here on social, and see if we might be a good fit to help.

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style a...
06/15/2026

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style and influence around policy direction.

raymondjames.com

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains f...
06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

amazonaws.com

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets...
06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

raymondjames.com

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been...
06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

06/04/2026

You wouldnโ€™t fly cross-country without a flight plan.

Yet many people head into retirement without a clear idea of when to stop working, how much they can spend, or what to adjust along the way.

Needing a plan for retirement is a lot like the prep I do before getting into the cockpit for a flight.

Want to talk about your flight plan for retirement? Connect with me here on social, and see if we might be a good fit to help.

Address

595 E Swedesford Road
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 3pm
Sunday 11am - 3pm

Telephone

+14843952191

Website

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