At Bircher Financial we provide strategic and comprehensive wealth management services and financial planning services designed to look after all your financial needs, so you can eliminate stress and enjoy life with complete peace of mind. Let our financial professionals show you the steps to simplify your life.

Because we understand all financial strategies are connected, Bircher tailors comprehensive financial and wealth management plans to suit our clients' individual requirements. Wherever life takes you, Bircher Financial is there to expertly guide you along the wealth management journey. We take pride in providing independent financial advice and strategic financial plans.

Website Update

Services

About Report

For over 20 years Bonnie Bircher and associates have guided clients through every aspect of their financial life. From investing and saving to retirement and estate planning, Bircher takes pride in offering the highest levels of service and ethics.

Founded in 1993 by Bonnie Bircher, Bircher Financial Group is a financial services company providing comprehensive insurance planning, estate and tax strategies, investment advice and financial planning for business owners and professionals.Our goal is to design financial strategies which will enable you to live for today and save for tomorrow.

Business Planning Report

Small business owners can benefit from the intelligent financial planning services available at Bircher Financial. Trust Bircher to support your business through informed solutions in risk management and insurance, family trusts, estate freezes, buy sell agreements and succession planning.

Be confident in the complete business financial planning services of Bircher Financial, so you can work on the growth and management of your business, while Bircher ensures your business and legacy are protected now, and in the future.

Financial Planning Report

Like a guiding light, your financial plan leads you towards your dreams while allowing you to enjoy life. Bircher's comprehensive financial and wealth management services give you the confidence and peace of mind to follow your dreams and advance your career, knowing that all the while you are building, maximizing and protecting your net worth.

Retirement Planning Report

When your goals are reached, and retirement is at hand, it is important to still maintain a wealth management plan. Ensure taxes are minimized, income is secure and growing and estate planning is complete. These are some of the essential services the Bircher team can provide. Don't let any financial worries get in the way of your relaxing and happy retirement.

Tax and Estate Planning Report

Although Tax Planning and Estate Planning are two separate activities, they are closely linked. The roots of Bircher Financial are in accounting and estate planning. This gives them the in-depth knowledge of tax and insurance strategies that makes them uniquely qualified to assist you in the creation of your estate plan.

Reviews (3)

Write a Review

Ollie Sherwood

Apr 14, 2021

Report

Positive: Professionalism, Responsiveness
Entire team are amazing and I look forward to working with them for years to come

Lael Prince

Jul 14, 2018

Report

Bonnie, Jon and Stephanie are all wonderful! I have been going to Bonnie for financial advice and management for about 10 years, and have seen my portfolio grow even in poorer economic times. Bonnie really knows the funds and markets. Very knowledgeable and personable. I am treated like a friend not just a client. Stephanie is great at helping to set up budget plans and retirement goals and Jon is also very knowledgeable and helpful with my day to day questions. I think it is unprofessional for someone to leave a 1 star without any comment to explain why. Disregard this as you couldn't be in better

Stuart Crawford

Jul 19, 2017

Report

I have been working with Bonnie for over 25 years. Bonnie has helped my personal wealth management and also helped with all of my businesses. I can tell you this...we had made very good returns on all of our investments over the past 25+ years.