Birchcreek Wealth Management, LLC
Birchcreek Wealth Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) headquartered in Miami Township, Ohio. Founded and led by Dan Johnson, CFP®, the firm helps clients, mainly individuals and families, create tailored financial roadmaps and manage investment portfolios with a fiduciary commitment, prioritizing transparency, mitigated conflicts of interest, and low fees. They serve both high net worth and mass affluent clients, working with trusted custodians such as Fidelity. The firm has approximately 5-6 employees, including investment professionals, and is regulated by the SEC.
Investment Strategy
Birchcreek Wealth Management employs a fiduciary, fee-only approach focused on creating financial roadmaps for clients to help them achieve their goals while reducing the complexities of wealth management. Their strategy emphasizes personalized portfolio construction aligned with client objectives, transparency in cost structure, and advanced technology for portfolio tracking. They stress conflict mitigation, operate with high transparency, and utilize broad market access through leading custodians such as Fidelity. Most clients are individuals and families, including both high net worth and non-high net worth, and services are highly individualized.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHY | ISHARES TR | 10.30% | $18.2M | 219,335 | $82.14 | $82.86 | +$1.1M |
I IUSG | ISHARES TR | 9.98% | $17.6M | 117,182 | $97.64 | $150.40 | +$3.3M |
I IUSV | ISHARES TR | 8.23% | $14.5M | 153,447 | $75.67 | $94.63 | +$1.2M |
B BILS | SPDR SERIES TRUST | 6.81% | $12.0M | 120,933 | $99.44 | $99.43 | +$134.5K |
I IEFA | ISHARES TR | 5.70% | $10.1M | 120,609 | $70.33 | $83.48 | +$1.9M |