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Personalized Financial Services

Your Choice for Financial Services

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Thomas J. Birch Financial LLC Wealth Management & Financial Planning is a wealth management firm built on 'desired-outcomes' philosophy. Helping clients set realistic financial and investment goals is our starting point. Assisting in achieving these goals then becomes our prime directive. In the process we adhere to a strict code of ethics as put forth by the Certified Financial Planner Board of Standards.

Our proud heritage which spans more than two decades is built on helping our clients build and maintain wealth throughout their lifetimes. We are active in the planning involved in a client’s formative year’s right on through to the skillful and purposeful management of funds in retirement. Our team of experts excels at bringing the experience, tools, products, and professionalism needed for a successful outcome.

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Your Financial Future

Mr. Birch’s 30 plus years of experience in the securities industry is testimony to our firm's long term commitment to its clients. We encourage you to explore our services in more depth with a complementary face-to-face meeting with Mr. Birch in our Novato, California headquarters office. We invite you to join others who work with us, to achieve financial confidence. Thank you in advance for your consideration of our firm’s services.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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