Change Agents

Assisting Financial Advisors

We assist Financial Advisors like you navigate the broker-dealer/RIA landscape.

3607

Broker-Dealers*

629847

Registered Representatives*

Don’t make a move until you know all your options

*FINRA (12/31/18)

Offering Knowledge, Experience and Advice

To assist experienced financial advisors

Human behavior flows from three main sources: desire, emotion and knowledge

Plato

Plato

It’s choice – not chance – that determines your destiny

Jean Nidetch

Jean Nidetch

The Silver Birch Difference

 

Trusted experienced professionals

 

Refreshingly candid advice

 

Strict confidentiality

 

In depth industry knowledge

 

Unbiased information

 

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.

– Meredith, San Francisco

– Meredith, San Francisco

We knew what we wanted and didn’t want in a broker-dealer; Richard helped us narrow our options, saving time and allowing us to return to what we do best – serve clients.

– Jennifer, Minnesota

– Jennifer, Minnesota

Since our last firm announced the merger – we needed to know our options

– Ed, Tennessee

– Ed, Tennessee

A real time saver… after we made three calls to broker-dealers on our own, we knew we needed help.

– Robert, Virginia

– Robert,  Virginia

   240.753.3410

  Info@SilverBirchAssociates.com

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