Matthew Higbie, CFA®

I love helping people understand what is possible with their money. Our services include comprehensive retirement planning, tax planning, and investment management with a strategic focus on helping you prepare and optimize your portfolio for retirement.

As a Chartered Financial Analyst® (CFA) charterholder and former equity analyst at some of the biggest hedge funds in the world, I have extensive experience with portfolio management and I enjoy helping clients build and maintain confidence in their overall financial plan regardless of the market environment.

Birchwood's asset minimum is $3 million.