---
title: "Stephen Nelson | Financial Advisors"
description: "Stephen Nelson at Birchwood Capital. Hi, I’m Stephen, and I help people retire confidently. Our philosophy is centered around creating a retirement plan…"
url: https://financialadvisors.com/advisors/stephen-nelson/
---

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![Stephen Nelson](https://financialadvisors.com/wp-content/uploads/2023/06/2011041604527288StephenFace.jpeg)

# Stephen Nelson

Birchwood Capital

investment

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## 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

![Birchwood Capital logo](https://financialadvisors.com/wp-content/uploads/2023/06/2011041604527473BIRCHWOODCAPITAL_Resized.jpeg)

Firm Birchwood Capital

Agency Type ria

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.

Firm Location

## Professional Details

Advisor CRD# 6539603

Fiduciary No

### Contact Information

Email Advisor

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[(760) 230-3893](tel:7602303893)

Address 2424 Verano Way, Vista, CA 92081, USA

### Links

[Website](https://birchwoodcapital.com/) SEC Form ADV Not provided Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/6539603)

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