Birch Elliott Financial, LLC is an Oregon-registered investment advisory firm focused on helping clients connect their financial decisions with their lives. Its approach centers on purposeful planning and understanding how income, expenses, taxes, savings, and investments affect one another. The firm provides financial planning in a step-by-step, CFP®-style format, aiming to help people better understand and manage their present and future financial landscape.

Birch Elliott emphasizes clear guidance rather than judgment or unnecessary complexity. The firm says it does not prepare taxes, hide difficult truths, sell products, or complicate financial matters to appear more sophisticated. Instead, its planning process is designed to make the relationships among key financial factors easier to see and navigate.

Investment advisory services are offered through advisor representatives of Birch Elliott Financial, LLC. The firm’s website provides general information and notes that it is not a complete description of services or performance, nor an offer to sell securities or advisory services where registration is not applicable.