“It’s choice – not chance – that determines your destiny” – Jean Nidetch
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We save you time.
Continue ReadingInfo@SilverBirchAssociates.com ~ 240.753.3410
We provide financial advisors with information, knowledge, and advice to make informed decisions about their broker-dealer/RIA choices.
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Info@SilverBirchAssociates.com ~ 240.753.3410
We Serve today’s experienced financial advisor in the various market segments: l Wirehouse l Regional l Independent l Hybrid l Banks l Insurance l RIA
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Richard M. Merritt
Founder & CEO With nearly 30 years of industry experience, Richard is defined by his love of family, knowledge of the industry and out of the box thinking. In addition to running a successful financial services practice Richard held various senior positions with two of our nation’s top 50 Independent Broker-Dealers. His responsibilities ranged from…
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Chief Security Officer A terrier mix rescue that has been part of the Merritt Family and Chief Security Officer for over a decade. A highly focused member of the team who never takes his eye off the ball (no literally). In addition to his security responsibilities, he ensures the well being of the Silver Birch…
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Silver Birch Associates
A must resource for financial advisors considering a change
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Independent industry advocacy
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