Melissa Birch

As the owner of Birchtree Financial, Melissa brings visionary leadership and deep expertise in financial advisory services and business strategy. With a commitment to excellence and client-centered service, she oversees the firm's strategic direction while ensuring every client receives personalized attention and expert guidance. Her extensive experience in the financial services industry has shaped Birchtree Financial into a trusted advisory firm known for its integrity, innovation, and client-first approach.

As the owner of Birchtree Financial, Melissa brings visionary leadership and deep expertise in financial advisory services and business strategy.

MBA in Finance, CFP® (Certified Financial Planner)

• •Strategic Financial Advisory
• •Business Leadership
• •Client Relationship Management

15+ years