
Birchwood Capital
Business Description
Founded in 2020, Birchwood Capital offers its services in the San Marcos metro and nearby areas. It helps individuals and families achieve financial security through its comprehensive financial planning and investment management solutions. The company provides customized portfolios suited to clients' needs. Its financial advisors also deal with tax planning services. Birchwood Capital works with various investment management firms, including Dimensional and Vanguard. Its founder and president Stephen Nelson is a member of the XY Planning Network.