We assist Financial Advisors like you navigate the broker-dealer/RIA landscape.
Don’t make a move until you know all your options
Offering Knowledge, Experience and Advice
To assist experienced financial advisors
Human behavior flows from three main sources: desire, emotion and knowledge
It’s choice – not chance – that determines your destiny
The Silver Birch Difference
Trusted experienced professionals
Refreshingly candid advice
In depth industry knowledge
Independent industry advocacy
Sure we were nervous about leaving (firm omitted) wirehouse; however Richard took the time to educate us on our options, which gave us the confidence to pursue our dream to own our own business.
I know this is cliche, but I really do wish we did this sooner.