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

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in ...
09/03/2026

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide.

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09/03/2026

Most people think about market losses in terms of percentages. But what often gets overlooked is what it takes to recover from those losses.

This video explains why a drop in your portfolio isn’t just temporary, it changes the math going forward.
The deeper the decline, the harder it is to get back to where you started.

And if you’re taking withdrawals at the same time, the impact can be even greater.

Understanding recovery rates can help you see volatility in a different light and make more informed decisions about how much risk your portfolio should take.

Are you comfortable with the risk in your portfolio? If you can’t answer that confidently, let’s connect.

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of...
08/31/2026

Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of helping preserve capital and earn higher income.

raymondjames.com

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by ear...
08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

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Doug Drabik explains that rather than focusing on predicting the next Fed decision or government intervention, investors...
08/24/2026

Doug Drabik explains that rather than focusing on predicting the next Fed decision or government intervention, investors may be better served by recognizing what the market is already providing: historically attractive income opportunities across portions of the Treasury curve and an opportunity to lock in those rates before the next chapter of the tug of war begins.

raymondjames.com

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care ...
08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

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Momentum Thrust Pushes S&P 500 to New Highs: The S&P 500 surged more than 5.5% over a five-day period last week, a move ...
08/13/2026

Momentum Thrust Pushes S&P 500 to New Highs: The S&P 500 surged more than 5.5% over a five-day period last week, a move exceeding two standard deviations, and strong enough to propel the index to new all-time highs.

Read the Weekly Market Guide.

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Doug Drabik reminds investors that we may never know the perfect moment to invest. But successful long-term planning rar...
08/10/2026

Doug Drabik reminds investors that we may never know the perfect moment to invest. But successful long-term planning rarely requires perfect timing. It requires recognizing when available opportunities align with a clearly defined financial objective.

raymondjames.com

The S&P 500 finished July flat over the prior 1.5 months, but price action has been very eventful under the surface. Eco...
08/06/2026

The S&P 500 finished July flat over the prior 1.5 months, but price action has been very eventful under the surface. Economic resilience and earnings strength continue to be the primary driver of equities.

Read the Weekly Market Guide.

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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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