About Birch Hill

Independent and unbiased

Birch Hill is an independent Registered Investment Advisor wholly owned by our principals. We are not distracted or compromised by outside owners. Our structure enables us to be flexible in providing the service you need, to make decisions expeditiously and to be attentive to your specific objectives.

Broad experience and sincere commitment

With broad experience in investment research, portfolio management, taxation and trust administration, we are committed to delivering the advice most appropriate for you. Birch Hill’s Principals have a long history of working successfully with clients and coordinating financial solutions with their attorneys, accountants and other professionals.

Straightforward advice and access

We deliver straightforward unbiased advice, and our clients have direct access to the Principal who manages their portfolio. An independent custodian provides full account transparency.


We are committed to operating our business with integrity. Our Principals include three Chartered Financial Analysts and an attorney who are dedicated to the highest ethical and fiduciary standards.