Matthew
Will
Birchcreek Wealth Management, LLC
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About this Advisor
Matthew Will is a certified financial planner who works in Miamisburg, Ohio, with 3 years of relevant experience. Will is on the advisory team at Birchcreek Wealth Management, LLC. Their career trajectory has included roles at Financial Management Group, Wealth Accel LLC and Birchcreek Wealth Management, LLC. Will maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Ohio. Birchcreek Wealth Management, LLC is a financial advisory company operating out of Miamisburg, OH. It has $200 million in assets across its 169 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 169 client accounts, 46% are associated with high-net-worth investors who have greater than $1 million in investable assets. Birchcreek Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which service is provided. However, fee types charged by Birchcreek Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Birchcreek Wealth Management, LLC Brokerage Details
$199,572,008
6
169
$1,180,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Will Work History
Matthew has been registered as a financial advisor for 3 years.*
Birchcreek Wealth Management, LLC
Wealth Accel LLC
Financial Management Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Will to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Birchcreek Wealth Management, LLC
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
