Birchwood Capital

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[2500 - 2530] Verano Pl
Escondido, CA 92025

Birchwood Capital, located in Escondido, CA, specializes in retirement planning, tax strategies, and investment management, focusing on helping clients retire confidently. The firm operates on a flat fee structure, allowing clients to maximize their investments while minimizing tax liabilities through low-cost passive index investments.

Founded by Stephen H. Nelson, a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER, Birchwood Capital emphasizes personalized service and simplicity in financial planning. Their unique approach, known as the Birchwood Blueprint, aims to create a comprehensive retirement plan that clients can easily understand and act upon.

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United StatesCaliforniaEscondidoBirchwood Capital