Birchcreek Wealth Management, LLC, based in Miami Township, OH, is a distinguished investment advisory firm catering to a diverse clientele. With over 90 individual clients and a staggering $199,572,000 in assets under management, Birchcreek provides expert financial guidance to individuals seeking to optimize their wealth. Although 401K and individual accounts make up less than 30% of their portfolio, Birchcreek possesses the capability to effectively manage employer funds, making them a versatile partner for businesses. Boasting a discretionary asset management approach, Birchcreek handles a remarkable 97% of the assets they o...