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Birchcreek Wealth Management
2955 Exchange Place Boulevard, Dayton, Ohio, United States
About the Birchcreek Wealth Management
Birchcreek Wealth Management is a leading financial institution located in Dayton, Ohio. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management solutions. With a focus on client satisfaction and success, Birchcreek Wealth Management offers a wide range of services including investment management, retirement planning, estate planning, and more. Visit us at 2955 Exchange Place Boulevard to see how we can help you secure your financial future.
Photos of Birchcreek Wealth Management
2955 Exchange Pl Blvd #103, Dayton, OH 45342, United States
Opening hours of Birchcreek Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Birchcreek Wealth Management
"Birchcreek Wealth Management has been an excellent experience especially relative to the advice and attention that I received for years at a major regional private banking investment advisor. Fidelity as a custodian is a major upgrade from the bank's tech and the team at Birchcreek has been excellent at not only structuring a portfolio to meet my life goals but at their sensitivity to tax issues. We have worked together to minimize tax burden while artfully restructuring the portfolio when there are losses to offset gains triggered by reallocation. They have provided excellent customer service including providing advice on mechanisms to maximize tax deferred accumulation and ensuring those strategies are executed each year. Finally, they have periodically surfaced vehicles to increase return at lower risk. My only regret is not becoming a client much sooner and dealing with the bureaucratic multi-disciplinary team that attritted frequently who were restricted by banking policies and obsolete reporting technology. The Birchcreek team provided more value added advice in year 1 than my entire decade with the private bank."
"I have been with them since very first day. They are extremely friendly, sincere and trustworthy. They have thorough grasp of wealth management issues. They have extraordinary skill and ability to address any of your concerns. Me and my wife wish them all the success."
"Birchcreek Wealth Management is THE firm to hire when seeking trustworthy and very comprehensive advice. The culture in their office and the chemistry of the team is like no other. Their clients love them. Make an appointment - you will be glad you did."
"We have had the pleasure of partnering with Dan Johnson for several years. He is very easy to work with and his clients are always raving about the time, attention and service he provides them. It is great to work with someone who has a wealth of knowledge in the industry and is truly professional."
"Dan and his team are as good as any with whom I have worked. His understanding of the market, availability and conscientiousness are second to none."
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