Brian Berkenhoff
CFA®
Birch Investment Management, L.L.C.
Principal & Financial Advisor
Brian Berkenhoff
CFA®
Birch Investment Management, L.L.C.
Principal & Financial Advisor
We help you make informed and rational financial decisions that allow you to feel confident and empowered about your wealth. - Brian Berkenhoff, CFA®
Fee-Only financial advisor located in Brookings, South Dakota. We serve clients locally and across the country.
Brian Berkenhoff is a Brookings, South Dakota fee-only financial planner. Birch Investment Management, L.L.C. provides wealth management solutions, including financial planning and investment management, to help individuals nearing retirement or recently retired and busy professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brian Berkenhoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. We serve clients locally in South Dakota and virtually across the country.
Brian Berkenhoff, CFA, is Principal & Financial Advisor at Birch Investment Management located in Brookings, SD.
Background
Brian is the Founder and Financial Advisor of Birch Investment Management, a South-Dakota based wealth management firm that focuses on helping busy families live in the now while planning for their future. Brian has over 15 years of investment and wealth management experience including investment management and financial planning.
Prior to founding Birch Investments, Brian was Principal and Financial advisor at Harbour Investment Management in Everett, WA. There he was responsible for managing over $200 million for high-net worth individuals. Prior to this, Brian worked in Seattle as the Trust Department Manager for PlanMember Services, a 401(k) recordkeeper.
Brian received his B.A. in Economics and Political Science from Pacific Lutheran University in 1998. Brian holds the Chartered Financial Analyst® designation, the highest distinction in the investment management profession. Brian is held to the most rigorous ethical standards by this designation.
Brian is married to Nichole, a Brookings, SD native. She works for EuroFins AgroScience. Together we raise three awesome kids: Sophia (15), Madelyn (14), and Emmett (8). We also have two sometimes awesome dogs: Daisy the Beagle (13) and Star-Lord the Boxer (1).
I've had four holes-in-one. I've been a vegetarian since 2008. I've experienced two major earthquakes. I used to hate flying but now love to travel. I'm terribly afraid of heights - separate from my fear of flying.
Birch Investment Management, L.L.C. is an independent, fee-only financial planning firm that specializes in helping families achieve financial independence. Our clients value family and commuity very highly. We work together to ensure that your money supports the priorities in your life.
Our typical clients are motivated individuals who prioritize bettering themselves, their families, and their communities. They have built or are building a meaningful net worth through successful careers and businesses and by living within their means.
We help our clients:
- Achieve clarity on their goals
- Create measurable and actionable steps to achieve their goals
- Balance the need to live in the present with their future goals
Our clients appreciate:
- Having an accountability partner
- Knowing that we will be a second set of eyes on all decisions
- That we free up time in their busy lives
If you’re like many of our clients, you may have several competing financial goals and priorities. Perhaps you'd like to retire early or work by choice, but you’d also like to provide for your kids and grandkids. We help you to prioritize and execute on what's most important to you. Together we focus on what's most important to you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Financial Planning
- Tax Planning
- Retirement Income Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- In-Office Meetings
- No Product Sales
Professional Designations & Affiliations
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Brian Berkenhoff is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
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Brian Berkenhoff is a Member of the CFA InstituteThe CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Brian Berkenhoff is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brian Berkenhoff is Quoted in Forbes: "How Does Your Financial Future Change From These Unexpected Good Things That Will Come Out Of This Crisis?"
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Brian Berkenhoff is Quoted in Forbes: "This Is How Your Work, Spending And Life Changes From This Point Forward"
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Brian Berkenhoff is Quoted in Fiduciary News: "How Can a 401k Plan Sponsor Continue to Contribute to a Quarantined Employee’s 401k Account?"
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Brian Berkenhoff is Quoted on CNN.com: "How to prepare if coronavirus might cut your income"
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Brian Berkenhoff is Mentioned in the Snohomish County Business Journal
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Brian Berkenhoff is Mentioned by his wife, Nichole, in the Herald Net: "Ways to scrimp and save"
Contact Brian Berkenhoff
Office Locations:
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118 Main Ave. S.
Brookings, SD 57006