Brie Pio
CFP®, MBA
Birch Point Wealth Management LLC
Principal
Brie Pio
CFP®, MBA
Birch Point Wealth Management LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brie Pio, CFP®, MBA
Fee-Only financial planner located in Rockport, ME, serving clients locally and across the country
Meet Brie Pio
Welcome to Birch Point Wealth Management LLC, founded by Brie Pio. Brie is a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only investment advisor serving clients in Midcoast Maine and across the country. Brie provides comprehensive financial planning and offers independent advice, serving the best interests of her clients. Brie also holds a Master of Business Administration degree and lives with her husband and two children in Rockport, Maine. When Brie isn't working, you can find her outside skiing or boating in the Rockport Harbor and Camden Harbor. Brie also teaches financial literacy classes via Five Towns Adult CSD Education.
Brie Pio is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Brie Pio
Office Locations:
-
18 Central Street
Rockport, ME 04856
