Birchwood Capital

After my husband retired last year, we spent more than six months searching for a good advisor. It was a frustrating experience, but then we happened to find Stephen's firm. He provided exactly the type of portfolio management and planning expertise we needed to feel confident heading into this new phase of our lives. What we liked was Stephen's focus on getting to know his clients ? not creating a massive practice where we felt like just another number. Along with Matt, he has helped us to set an asset all

We were unhappy with our AUM financial advisor and was looking for flat fee CFP that also held a CFA certification. After interviewing several candidates we decided to work with Birchwood Capital and it was the best decision we could have made. Stephen is very approachable, trustworthy, patient, knowledgeable, and enthusiastic. Our meetings are always educational and productive, and leave us feeling reassured that we are on the right track. We definitely feel that Stephen has our backs. We would highly reco

Stephen and the team at Birchwood Capital have provided such thoughtful counsel - really getting to know my goals and needs, and going far above and beyond my expectations. Their straightforward approach to investing and wealth management is unlike the usual smoke and mirrors that I received from other investment agents. It is a pleasure to recommend this excellent team.

I highly recommend Birchwood Capital as a financial advisory company. Their fee is reasonable and investment advice exceeded my expectations. Birchwood Capital invests in broadly diversified Excnange-Traded funds (EFTs) with low management fees. They are wise choice for a investment advisory service.

We feel fortunate to have found Stephen after our long-term financial planner retired. Stephen's style and business model immediately resonated with us and we felt comfortable with him from the start. He is a great communicator and responds quickly and clearly when we have questions. He really makes an effort to understand us and our family, and shows respect for our financial values and goals.

Birchwood Capital is the best. Stephen is extremely conscientious and competent. His financial advice is top-notch and he takes the time to explain everything in layman terms. I highly recommend and wholeheartedly trust Stephen and Birchwood Capitol. 100% 5 star!

Stephen is an excellent advisor! He is always well prepared, provides excellent guidance and listens to our needs, plans and concerns. He is proactive in our financial planning and responsive when we call or email. We love his fee only model and would highly reccommend him to anyone in any phase of their financial journey.

Stephen is a well-trained and knowledgeable advisor. He has the ability to simplify concepts and recommendations, so they are easily understood, and he always keeps the clients' needs and circumstances at the forefront. He is honest, humble and hard working--and a nice guy. We can recommend him without qualification.

Stephen has done an excellent job of giving us peace-of-mind with our finances and retirement planning even during tumultuous times. He has been the best financial planner we have worked with. He is very knowledgeable, honest, thorough, available and works hard to create a financial plan for us to meet our goals while following our desire to take a conservative approach. Birchwood's flat fee allows us to put more of our money to work. I highly recommend reaching out to him to discuss your financial need

I've known Stephen Nelson for over a decade and have followed his work closely at Birchwood Capital. Stephen's ambition to be the very best advisor for his clients is evidenced by his commitment to continuing education, fair and transparent pricing model, and holistic approach to retirement planning. If you're looking for a financial advisor that will put your interests ahead of his own, look no further than Birchwood Capital.

I was fortunate to make contact with Stephen at a vulnerable time in my life, just after my husband died. Facing big changes in my financial situation and no longer having my husband there to oversee things, I felt I needed someone knowledgeable to guide me. Stephen has not only given me wise counsel, he has shown me great compassion, patience and understanding as together we navigated waters that were very new to me. He has definitely gone above and beyond in serving as my financial advisor. I highly recom

Birchwood Capital is the best financial service we have ever worked with. Integrity, highest standards and incredible customer service. Birchwood Capital puts more of your money to work for you with the flat fee. Always looking for ways to make your money work better for you! Have helped us navigate retirement in the best possible way. Birchwood Capital only takes on a limited number of clients so they can serve you better and we like the personal service. Your interests are the highest priority. Hig

My wife and I feel so lucky that we found Birchwood Capital. We did only basic investing when we started to work with them, and had so many questions. Birchwood Capital, and Stephen Nelson in particular, is always patient with us and takes the time to explain everything in such a clear way. They have helped us organize and optimize all aspects of our finances. We started with consolidating our accounts and planning for our future retirement, and we now use them as a resource for all our financial questi

Stephen has been really helpful to my husband and myself as we are not very savvy w/ all the investing, 401K, taxes, etc. We are so thankful for his knowledge and incredible patience as we navigate this financial world that he's so comfortable in. He has progressed in his endeavor to educate us and has met w/ us 3 times by coming to us! We are artists and this business world is not second nature to either one of us....but we ARE learning due to Stephens diligence!

I have had a great experience working with Stephen at Birchwood Capital. He is very helpful and goes out of his way to be sure to answer all of my questions. He provides his clients with resources and all the information they need to feel good about their financial decisions. I would highly recommend him to my friends and family.

Stephen fundamentally changed the way that my wife and I think about money and plan for the future. In a matter of months, we are in a better position to meet our financial goals well ahead of our originally expected time frame. In addition to providing sage financial guidance, Stephen is one of the truly good people in the business. No matter where you are in your financial journey, I'd highly recommend Stephen's services.

Stephen with BIRCHWOOD has been fantastic. He really takes the time needed to learn about my financial and life goals in order to creat a long term finance plan that works for me. I like his young, patient, and energetic spirit. He keeps me following up on tasks needed to get all my affairs in order so that I don?t have to worry about my future. I feel a huge relief that I have turned things over to Stephen to manage and I can do other things with my time. That you BIRCHWOOD!

I have been with Birchwood Capital since its inception and have enjoyed the personalized attention that they offer. Their keen awareness of the value of capital management for the price you pay for their services is in the highest concern. Contact with the group about issues you may have for your investments is always met with candid openness. I would have no problem with any recommendation to any interested parties regarding Birchwood Capital services!

I just got off the phone with Stephen Nelson of Birchwood Capital and it was the best conversation I have ever had with a financial advisor. He spoke with honesty and candor. I could tell he is truly motivated by a passion for financial planning to best suit MY needs, not his. This is the type of character you want for a financial advisor. A great guy and trustworthy.

Stephen's calm analysis and focus on the long term are what you want. He's personable and easily approachable, but he'll still get into the nerdy parts of financial analysis...if that's what you want. We have nothing but positives in our experience and look forward to using his services for a long time.