Birch Hill Investment Advisors LLC
24 Federal Street, 10th Floor
Boston, MA 02110
Phone: 617-502-8300
Fax: 617-502-8310
BirchHillAdvisors.com

Client Services

  • Personalized attention and service


  • Coordination of the investment portfolio with:


    • Income taxes
    • Estate plans
    • Other family members
    • Policy statements or investment plans


  • Counseling beyond the portfolio


  • Clients work directly with a Birch Hill principal and other principals as a back-up


  • A communication plan that meets the client’s needs: periodic meetings, written reviews and regular telephone and email communication