How We Work With You
At its best, the relationship between a financial advisor and his or her clients is a very personal one, and it has to be.
To serve you well, we need to know a great deal about you – who you are, what you do, what you care about and value, your family dynamics, your current and future financial prospects, and so on. Only by being aware of and understanding these things can we construct a strategy for you based on clearly defined goals and objectives.
Because we’ve discovered that there’s no substitute for your having the direct attention of one of our partners, that’s how we’re structured. You’ll work directly with a Principal, who in turn will have another Principal backing him or her up.
It’s worth noting that Birch Hill is a Fee-Only Registered Investment Advisor. Our compensation is based only on the fees we receive for the assets we manage, and that in turn means we always operate in our clients’ best interest. After all, if we are able to help you grow your wealth, our fees grow as well. We are incentivized both emotionally and financially to deliver for you.