Birch Financial Group Announces New Partnership with Wealth.com

Birch Financial Group is excited to announce a partnership that transforms how our clients preserve their legacy.

At Birch Financial Group, effective financial planning is about more than just numbers—it’s about aligning your financial strategy with your current needs and future goals. That’s why we’re thrilled to announce our new partnership with Wealth.com, the industry’s leading estate planning platform, trusted by over 750 top wealth management firms nationwide.

Why This Matters for You

Let’s be honest — estate planning is one of the most profound acts of care you can take for your loved ones. Yet, creating and updating wills and trusts often falls to the bottom of the to-do list due to complexity, cost, or lack of accessibility. Wealth.com’s intuitive platform allows our clients to easily create, update, and manage their estate plans alongside their broader financial strategy.

A Holistic Approach to Estate Planning

• As CERTIFIED FINANCIAL PLANNER™ professionals, Birch Financial Group has always taken pride in helping to connect the dots across your financial life. Our Wealth.com partnership enhances our ability to do exactly that by offering:
• A streamlined, digital estate planning process—no more complicated paperwork or manual updates.
• Legally valid documents across all 50 States and DC, including wills, trusts, and power of attorney forms, crafted in compliance with estate law.
• Seamless integration with financial planning to ensure an estate plan evolves alongside a client’s financial goals.
• Real-time collaboration with advisors to align estate and financial strategies.

Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial institutions—and was recently ranked the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. CFP® and Birch Financial Group Co-Founder, Travis Poodiack, had this to say about the partnership: 

“Estate planning shouldn’t feel like an afterthought. By partnering with Wealth.com, we’re ensuring every client has access to a modern, advisor-guided way to secure their legacy. It’s a game-changer—and a natural extension of the comprehensive planning we already do with our clients.”

A New Standard for Wealth & Legacy Planning

Wealth management isn’t just about growing assets — it’s also about preserving what you’ve built. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com will help us do exactly that. 

Starting today, all Birch Financial Group clients will have access to Wealth.com’s estate planning platform, ensuring that their long-term wishes are captured, reviewed, and adjusted as life evolves. Together, we’re raising the standard for what complete financial care looks like.

Your Legacy, Made Simple

At Birch Financial Group, our goal has always been to simplify the complex—to help clients move confidently from where they are to where they want to be. This partnership is one more way we’re bringing that mission to life: providing thoughtful, proactive estate planning that fits seamlessly into the way our clients already work with us.

Ready to align your financial life and legacy planning? Schedule a free consultation today to learn more!