Birchcreek Wealth Management

06/16/2026

As Birchcreek continues to grow, we’re looking for the right person to join our team as a Wealth Advisor and help shape what’s next.

We’re seeking a CFP® professional (or someone actively pursuing the designation) with 3–10 years of relevant experience who enjoys building relationships, delivering thoughtful advice, and helping people work toward their ideal financial future.

At Birchcreek, you’ll find a collaborative, team-first culture where your work matters and your ideas are valued.

If you’re looking for meaningful work, an incredible team, and the opportunity to grow alongside a growing firm, we’d love to connect.

Apply today or share with someone who might be a good fit!

Link in the comments.

06/15/2026

Excited to share that we rolled out the red carpet to welcome our new summer intern, Dani Gaydosh, to Birchcreek Wealth Management!

Dani will enter her junior year at Auburn University’s Raymond J. Harbert College of Business this fall, where she is majoring in Finance.

This summer, Dani will get hands-on experience across the wealth management industry while learning what it means to deliver thoughtful, fiduciary financial guidance to clients.

We’re excited to have her on the team and can’t wait to see all she accomplishes.

Please join us in welcoming Dani to Birchcreek! 👏

06/05/2026

Is your child starting a summer job?

A Custodial Roth IRA might be the perfect way to kick off their long-term savings journey and give them a front row seat to watch the power of compounding interest.

Sure, your teen might not be thrilled about "tying up" their hard-earned cash right now. But in 30-40 years? They'll probably thank you for being the parent who thought beyond the immediate and set them up for long-term success.

Check out this article 👇 from Fidelity Investments to learn more.

Learn how parents, grandparents and other family members can jumpstart their children's retirement including custodial Roth IRA.

05/29/2026

Today is 5/29… which makes it the perfect day to talk about 529 plans. 🎓

If saving for education has been on your to-do list, this is your reminder that even small contributions today can make a meaningful impact down the road.

In this quick video, we break down:
✅ What a 529 plan is
✅ Why families use them
✅ How they can help prepare for future education costs

Whether you’re a parent, grandparent, or simply planning ahead, 5/29 is a great day to revisit your education savings strategy.

Watch the video below. 👇

05/28/2026

Already taking Required Minimum Distributions from your IRA?

You may be able to direct some, or all, of that money straight to a charity you care about, and exclude it from your taxable income entirely.

It's called a Qualified Charitable Distribution (QCD), and for the right person, it's one of the most powerful and underused strategies in retirement planning.

Check out our 2026 QCD Quick Guide to learn more.

Link is in the comments. 👇

05/22/2026

As we gather with family and friends this Memorial Day weekend, we remember and honor those who gave their lives in service to our nation.

We are deeply grateful for their sacrifice and the freedoms we enjoy because of it.

Wishing everyone a meaningful Memorial Day.

05/15/2026

The finished product.

We gave our office a refresh with fresh paint, new art, shelves, plants, and curtains. The transformation has completely changed the feel of the space.
It feels brighter, warmer, and like a cozy home away from home.

Spring cleaning/refreshing is complete at Birchcreek!

05/11/2026

🏌️‍♂️ Birchcreek was proud to sponsor the Centerville Rotary Club, OH's annual golf outing this past Friday!

Our teams, headed by Dan and Sayre, had a great time out on the course. Special thanks to Kyle, Scott, Tim, Jason, Elizabeth, and Michael for joining us this year.

It was a fantastic day supporting a great cause, enjoying some friendly competition, and connecting with others in the community.

Thanks to the Centerville Rotary for putting on such a well-run and fun event!

05/07/2026

After almost 7 years, we decided it was time for a little office refresh.

We heard green is the new millennial gray… and honestly, this is a trend we can get behind.

Although around here, we may just call it Birchcreek Green!

Stay tuned for the final reveal!

Special thanks to Ashlee DeLeonardis, Kendra Lupton, and Kyle Lupton for their hard work!

05/01/2026

You've done the work. You know where you stand, what you need, and roughly how to get there.

Now comes the final question. Do you manage on your own, or do you hire a financial professional?

Either answer is perfectly fine. But if you do consider hiring an advisor, there are a few things you should know before you do. Watch our final video in our 6-part Retirement Success in Retirement to learn more. 👇

If you've watched all six videos and want to take the next step, we'd love to connect.

Request a complimentary consultation with a Birchcreek Advisor. Link is in the comments.