Matthew Higbie, CFA, CFP®, TPCP®

Matt is a Chartered Financial Analyst® (CFA) charterholder and CERTIFIED FINANCIAL PLANNER™ professional who spent over 10 years as a hedge fund analyst. Now at Birchwood Capital, Matt helps families invest wisely and minimize their taxes. Matt is passionate about leveraging his experience to help clients achieve their goals.

Birchwood uses a flat fee structure with one clear annual fee for all services that isn’t based on AUM.

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