Who We Serve - Birch Cove Group

Who We Serve

Growing your opportunities.

Managing your wealth can feel overwhelming, with layers of complexity and unpredictable outcomes. But it doesn’t have to be. Whether you’re planning for your family’s future, working to grow your current portfolio, starting to think about retirement or building your legacy, we are here to help you make informed decisions with confidence.

Birch Cove Group looks beyond traditional financial planning to offer comprehensive financial guidance for successful individuals. Our personalized approach focuses on your unique circumstances, anticipating the right opportunities for you at the right time. With more than 50 years of collective experience, we understand better than most how to overcome new challenges and help you enjoy financial freedom at every stage of life.

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"The real voyage of discovery consists not in seeking new landscapes but in having
new eyes."
— Marcel Proust

This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Birch Cove Group, Ltd. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Birch Cove Group, Ltd. and Raymond James Financial Services Advisors, Inc.