We assist Financial Advisors like you navigate the broker-dealer/RIA landscape.
3298
Broker-Dealers*
628392
Registered Representatives*
Don’t make a move until you know all your options
*FINRA (12/31/23)
Offering Knowledge, Experience and Advice
Human behavior flows from three main sources: desire, emotion and knowledge
Plato
It’s choice – not chance – that determines your destiny
Jean Nidetch
The Silver Birch Difference
Trusted experienced professionals
Refreshingly candid advice
Strict confidentiality
In depth industry knowledge
Unbiased information
Independent industry advocacy
Sure we were nervous about leaving (firm omitted) wirehouse; however Richard took the time to educate us on our options, which gave us the confidence to pursue our dream to own our own business.
I know this is cliche, but I really do wish we did this sooner.
– Meredith, San Francisco
We knew what we wanted and didn’t want in a broker-dealer; Richard helped us narrow our options, saving time and allowing us to return to what we do best – serve clients.
– Jennifer, Minnesota
Since our last firm announced the merger – we needed to know our options
– Ed, Tennessee
A real time saver… after we made three calls to broker-dealers on our own, we knew we needed help.
– Robert, Virginia