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 - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. 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

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

Read more

Let's start the conversation

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