At Birch Hill, we seek to manage your money prudently and intelligently by investing in a limited number of companies with what we believe are “wide moats” separating them from their competitors.
Our clients’ issues vary widely – college costs, retirement planning, caring for aging loved ones, providing security for future generations. No matter what yours are, count on us to provide the direction you need to address them.
Our relationships often span multiple generations of the same family, and that’s important to the well-being of children and grandchildren. We also work to help fulfill clients’ philanthropic goals.
Birch Hill has been named one of the Top 300 Financial Advisors in the country and one of the Top 10 in Boston.
We make it easy to start a conversation. We’re happy to start with a phone call or meet in person. That way we can get to know each other better.
Birch Hill Commentary: Read our latest thinking on investing and market conditions.
