Birch Hill Investment Advisors

At Birch Hill Investment Advisors, we take pride in being a trusted investment management and wealth management firm, dedicated to helping our clients achieve their financial goals. Our story began in 2007, when our four founding partners, Gary Mikula, Miner Crary, Rob O'Neil, and Tom Reilly, brought their collective expertise together to create a firm that would put clients' needs above all else. Today, we're proud to be recognized as one of the Top 300 Financial Advisors in the country and one of the Top 10 in Boston.

Our Values

Our core values are the foundation upon which we build lasting relationships with our clients. We are investors, fiduciaries, intellectually curious, proactive, and problem solvers. We take pride in our commitment to integrity, expertise, and personalized service. Our values guide us in everything we do, from investment management to wealth management, and from client relationships to community involvement.

Our Services

Our comprehensive range of services is designed to help individuals, families, and institutions achieve financial stability and growth. Our investment management approach is centered around identifying companies with strong financials, competitive advantages, and experienced management teams. We believe in taking a disciplined, long-term approach to investing, always keeping our clients' goals and risk tolerance at the forefront of our decision-making process.

In addition to investment management, we offer wealth management services that cater to the unique needs of each client. Whether it's planning for retirement, college funding, or estate planning, our team of experienced professionals will work closely with you to develop a tailored strategy that addresses your financial objectives.

Our Clients

At Birch Hill, we recognize that every client is unique, with their own set of goals, challenges, and aspirations. That's why we take the time to get to know each client, understanding their financial situation, their values, and their vision for the future. We believe in building lasting relationships, often spanning multiple generations of the same family.

Our Team

Meet our team of experienced professionals, who bring a wealth of knowledge and expertise to the table. From investment management to wealth management, our team is dedicated to delivering exceptional service and results. We believe in fostering a culture of collaboration, innovation, and continuous learning, ensuring that our clients receive the best possible guidance and support.

Get in Touch

Ready to take the next step? We're here to listen, to guide, and to help you achieve your financial aspirations. Whether you're looking for investment management, wealth management, or simply seeking advice, we invite you to explore our website, learn more about our services, and get in touch with us today.