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Silver Birch Financial, LLC

EST. AUM
$399,474,010

CONTACTS

CLIENT ACCOUNTS
949

Firm Details

Metro area Burlington, VT
CRD Number 341785
Website silverbirchfinancial.com
Client types

Overview

Silver Birch Financial LLC is an independent, SEC-registered investment advisory firm with offices in Middlebury, Vermont, and Yarmouth, Maine, providing comprehensive wealth management and investment management services to individuals and families. The firm operates as a fiduciary and focuses on helping clients navigate major financial decisions through personalized portfolio management, retirement planning, and long-term wealth strategies. Silver Birch Financial became SEC-registered in May 2026 and emphasizes independent advice, customized solutions, and client-focused investment management rather than proprietary product sales.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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