Hello, I am Brie Pio and I am a CERTIFIED FINANCIAL PLANNER™ professional. Welcome to my firm Birch Point Wealth Management LLC. My goal is to maximize what you can do with the money you have. I help you get financially organized so you know where you stand and what you can do to reach your goals.
More specifically, I create detailed financial plans that address the topics below and how they relate to one another.
Benefits / Pension / 401(k)