Change Agents

Assisting Financial Advisors

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




Registered Representatives*

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

*FINRA (12/31/22)

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

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



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