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Rooted in Planning. Built With A Goal for Growth.

We help healthcare professionals, executives, and individuals preparing for retirement make informed financial decisions through personalized financial planning, retirement planning, and disciplined investment management.

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Who We Serve

Our clients are often in the middle of building their careers, families, and financial lives. Based in Columbus, Ohio, we work with individuals and families locally and nationwide who want straightforward guidance as they plan for retirement, manage wealth, and make informed financial decisions.

Professionals & Executives

Professionals & Executives

Nurses, physicians, attorneys, engineers, and business leaders looking for clear, structured guidance to manage their finances alongside demanding careers.

Pre-Retirees &#38; <br/>Retirees<br/>

Pre-Retirees &
Retirees

Individuals preparing for the next phase of life, focused on retirement planning, income strategy, and long-term financial well-being.

Women Navigating Independence

Women Navigating Independence

Widowed, divorced, or single women looking for clarity and direction as they take a more active role in their financial lives.

What We Do

At Birch Tree Wealth Management, we focus on financial planning and investment strategies designed to help you put down roots and build lasting financial well-being. We simplify complex decisions and provide a clear path forward so you can move ahead with confidence.

Explore Our Services

Financial Planning

A personalized roadmap that brings clarity to your full financial picture, from cash flow to future goals.

Investment Management

Goal-based portfolios supported by risk analysis tools to help navigate market uncertainty with confidence.

Tax-Smart Strategies

Strategies designed to improve tax efficiency, including coordination with your CPA and planning opportunities like tax-loss harvesting and 1031 exchanges.

Estate  Planning

Guidance around insurance, long-term care, and estate planning to help preserve what you’ve built and support the people who matter most.

How We Work

We take a planning-first approach designed to bring clarity to your financial decisions and consistency to your long-term progress.

STEP

1

Understand Your Goals

We take the time to understand your priorities, your responsibilities, and what you want your financial life to support. 

STEP

2

Build a Practical Plan

We develop a personalized strategy that brings structure to your financial decisions and aligns with where you want to go.

STEP

3

Implement & Adjust

We put your plan into action and stay involved over time, making adjustments as your life evolves and helping you stay focused through changing markets.

"A patient steward of growth, whose guidance helps others put down roots and rise."

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Meet Stephen A. Rogers, CFP&#174;

Meet Stephen A. Rogers, CFP®

Stephen A. Rogers, CFP®, CEO of Birch Tree Wealth Management and Senior Wealth Advisor, brings more than 25 years of experience helping professionals, families, and business owners navigate financial decisions and manage the many moving parts of their financial lives.

Start the Conversation. 

Whether you’re building wealth, planning for retirement, or navigating more complex financial decisions, we help you stay grounded in your goals while bringing clarity to the decisions ahead. Share a few details and we’ll be in touch to schedule a brief conversation.

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