Birch Investment Management is an independent, fee-only fiduciary firm based in Brookings, South Dakota, founded in 2011 by Brian Berkenhoff, CFA. The firm provides financial planning and investment management services to clients with a minimum of $500,000 in investable assets, with a focus on helping mid-to-late career individuals navigate major life transitions such as retirement, job changes, divorce, and other significant events. As a fee-only adviser, the firm derives compensation exclusively from clients and does not earn commissions, aligning its interests with those of the families it serves. The firm intentionally maintains a limited client base to develop deeper relationships and provide personalized guidance rooted in each client's values and financial goals.