Meet Your Team

Birch Tree Wealth Management is built around a planning-first approach to investment management and financial decision-making. Client relationships are supported by a broader team of specialists and resources, providing additional insight, research, and operational support to deliver a well-rounded experience.

Stephen A. Rogers, CFP®

CEO, Senior Wealth Advisor

614-352-2462

steve@birchtreewealth.com

With more than 25 years of experience, I’ve built my practice around one simple belief: financial planning should bring clarity and confidence, not complexity.I work with individuals, families, and business owners in fields such as...

Good Life Companies

Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing and support to independent professionals throughout the United States.

Noah Brooks, CMT®, CIPM®

Chief Market Strategist

Chris Needs, CFA®

Senior Research Analyst

Becky Nye, PCM®, CDMP

Senior Marketing Consultant

The Power of Three

Our strategic partnerships allow us to deliver personal service backed by powerful resources, giving you the confidence of knowing your financial future is supported by both dedicated guidance and industry-leading strength.

Birch Tree Wealth Management

We take a comprehensive approach to financial planning, helping professionals, business leaders, and families navigate complex financial decisions. We work alongside your CPA and other professionals to coordinate planning, investments, and long-term strategies into one cohesive plan.

Good Life Companies

Good Life provides the support we need behind the scenes, including investment management, insurance solutions, marketing, administration, and compliance, so we can stay focused on providing you with the best possible advice and service. For more information, visit www.goodlifeco.com.

LPL Financial

As the nation’s largest broker-dealer*, LPL supports over 20,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. LPL’s commitment to independence allows advisors to choose the business model, services, and technology that best suit their clients. For more information about LPL Financial, visit www.lpl.com.

Interested in working together?

If you’re considering a more structured approach to your financial decisions, we can start with a brief conversation about your situation and what you’re trying to accomplish.

Schedule a Consultation