Silver Birch Capital Advisors
About
Helping folks plan for retirement and children's education.
Highlights
3 employees
12 years in business
Serves Indianapolis, IN
Offers online services
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
I get to know the clients, find out where they are in their life journey. We discover and discuss dreams, goals, and needs. I gather information needed to construct a plan using Money Guide Pro planning software. I review the current investments using Morningstar Advisor Analytics. Then we establish a plan and strategy to reach the goals and make the dreams a reality.
What education and/or training do you have that relates to your work?
I started my career at Morgan Stanley, I was trained and mentored by a team for three years. I hold Series 7 , 66 and 34 securities licenses.
Do you have a standard pricing system for your services? If so, please share the details here.
I am a fee based advisor, the fee is determined by the account size.
Services offered
Financial Services And Planning