Birch Financial Group
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Meet our advisors
Birch Financial Group Team
Travis Poodiack
Liana Poodiack
What our clients say
J Forest
Peace of mind are the first words that describe my years long experience working with Birch Financial Group. Liana has walked me through every step of the way through the years, always explaining...
K Hastings
We have been with Liana and Travis for many years and have always been very happy with their handling of our investments. We would recommend them to anyone. Tom & Karen
J Lav
Birch financial team provides a level of service that is catered to an individual's needs and includes more than just the numbers. They offer support, education, and advice on all matters concerning...
V Caldwell
Birch Financial Group have been wonderful in helping us to achieve our goals. Even when our goals changed they came through to help us get where we wanted to be. We are totally happy with them and...
M Bause
Birch Financial Group are a wonderful team of professionals who have been very helpful with important life decisions and retirement planning. I recommend their services to anyone.
J Noyes
My father and I have been with the Poodiacks for decades (well since Liana broke off from Wells Fargo, whenever that was) and our wealth has grown steadily. They are wonderful people to work with. I...
Disclosure
- Birch Financial Group, LLC pays Unbiased, Inc. a monthly fee for lead generation services. Clients referred through Unbiased do not pay additional or higher fees as a result of this referral arrangement.