About
Hi, I’m Stephen, and I help people retire confidently. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you – not against you.
Firm Information
FirmBirchwood Capital
Agency Typeria
Firm CRD#310219
About Firm
Birchwood Capital is a North County San Diego Financial Planner. We help people retire confidently by providing Investment Management, Tax Planning, and Retirement Planning services. We understand how it feels to have lots of questions about your retirement. Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you - not against you.
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Professional Details
Advisor CRD#6539603
Fiduciary No
About Me
Community Involvement