Birch Run Financial, located in Wayne, PA, is a dedicated team of financial advisors at Raymond James who specialize in creating personalized financial plans tailored to each client's evolving life circumstances. Inspired by the adaptable birch tree, their experienced team walks alongside clients to help them navigate the complexities of retirement planning and wealth management.
With a focus on serving executives, professionals, families, and individuals, Birch Run Financial offers a range of services including retirement planning, portfolio management, and risk analysis. Their team, led by Managing Partners Ed Lambert and Alexander Cabot, is committed to guiding clients towards the future they have envisioned, providing care and skill every step of the way.
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