Our Vision

The vision started back in the early 1990s…a vision that saw a truly independent ‘fee based’ advisory firm, built on the belief that clients’ interests are more important that our own, and that clients should be lifetime partners, not simply an audience to be sold financial products.

Welcome to Birch & Jossi Financial Advisors. We are proud to be an independent, boutique style ‘fee-based’ Registered Investment Advisory firm, offering a high level of personalized attention to a limited number of clients*. We don’t push products, charge commissions or sales loads, or nickel and dime you every time you turn around. Fee-based means that our interests are directly aligned with yours. The better your portfolio does, the better we do…now that’s a novel idea!
* A minimum investment portfolio of $250,000 is required