Helping you grow more than wealth

Our mission

Our mission is to understand you and your priorities. We take the time to ask hard, smart questions and then listen carefully to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help design, implement and periodically monitor a customized wealth management strategy to help you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Proud to work with a nationally recognized teammate

At The Birkhauser Group, we are very proud that Financial Advisor Ryan Birkhauser was named a Financial Planning Top 40 Under 40 Advisor in 2023, an AdvisorHub "Advisor to Watch" in 2023 and Forbes Top Next-Gen Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Ryan!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Red, yellow, green

U.S. Recession Scorecard: Slow going

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more

Let's start the conversation

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