Birch Point Wealth Management LLC is an independent financial planning and investment management firm led by Brie Pio, MBA, a fee-only CERTIFIED FINANCIAL PLANNER™ professional. Based in Rockport, Maine, the firm serves clients throughout Midcoast Maine and across the country. Its goal is to help people get financially organized and make the most of the money they have as they work toward financial independence.

Birch Point offers comprehensive financial planning tailored to clients’ goals and circumstances. Services include retirement and work-optional planning, investment management, budgeting and cash-flow guidance, tax planning, estate planning, and risk management. The firm also helps clients assess employer benefits, pensions, 401(k) plans, restricted stock units, and employee stock purchase plans. Small business owners can receive guidance on financial opportunities and establishing retirement plans, while clients with rental properties or land can consider real estate as part of their broader financial picture. Planning connects these areas to help clients understand their options, prepare for retirement, and make informed financial decisions.