Birchcreek Wealth Management

10/19/2026

As of October 1st, 2026 every eligible child under the age of eighteen with a valid Social Security number now has a Trump Account.

The U.S. Treasury Department finished the auto-enrollment earlier this month.

Want to learn more about what this account entails? Watch this short video below ⬇️

10/16/2026

Happy National Boss's day to the man who started it all! A big Thank You To Dan for putting up with us on the daily!

You are such a genuinely kind and thoughtful person. You never fail to see the positive in every situation. You are encouraging, giving, and kind. Thanks for starting Birchcreek Wealth Management and for all your hard work everyday!

From your Birchcreek Team! Ashlee, Kendra, Jake, Jansen, Alex, and Sayre

10/13/2026

The numbers matter. But what are those numbers actually helping you do?
That question is a big part of what drew Jansen to financial planning and ultimately to Birchcreek.
For Jansen, the work starts with relationships: understanding what you’re working toward, what’s making you nervous, and what you want life to look like beyond the balance sheet.
That philosophy has roots in his own story too, including an unexpected path onto the Ohio State men’s basketball team.
He learned that relationships matter, but so does how you show up for people.
That’s the mindset he brings to the families he works with today.

If you’re looking for a financial relationship that feels personal, approachable, and focused on what matters most to you, reach out to Jansen.

10/06/2026

Check out our latest newsletter, where we discuss year-end financial planning, charitable giving, and more.
Link in the comments.

10/01/2026

Here are some highlights from our recent cybersecurity webinar, Recognizing Fraud & Impersonation Scams!

Be aware, take your time, and trust your gut.

A big thank you to our presenters — Dan Johnson, Jansen Davidson, and Jake Bartel from Birchcreek, along with Roma from TeamLogic IT.

Thank you for sharing your time and expertise.

09/28/2026

Just one day away.

Our free webinar on Cybersecurity: Fraud and Scam Awareness is coming up on Tuesday, September 29th at 11:00 AM. If you haven't signed up yet, there's still time.

We'll walk through the tactics scammers are using right now and the habits that protect you and your family.

Registration link:

Microsoft Virtual Events Powered by Teams

09/18/2026

Are you a parent concerned about whether your kids or grandkids will be prepared to handle wealth responsibly when the time comes?

Or are your own parents getting older, and you want to make sure they’re protected from costly mistakes or even financial abuse?

These are reasons why we take a multi-generational approach at Birchcreek Wealth Management. Because financial planning is rarely just about one person. It’s about helping the people you care about most feel more prepared, organized, and supported through different stages of life.

Watch the video for more on our family policy, why family conversations matter, and how we help families navigate financial decisions together over the long term.

09/17/2026

You’ve seen us celebrate Alex Benson passing his Series 65, but now it’s time to get to know him a little better!

In this video, Dan introduces Alex and shares a little more about what he does at Birchcreek, what he brings to the team, and what he enjoys outside of work.

With his Series 65 officially behind him, Alex is up and running and ready to take the next step in his role.

We’re excited to see all that’s ahead for Alex! 👏

09/15/2026

Scams are something most of us feel we'd recognize.

But we've seen a real rise in fraud and impersonation attempts lately, and they're becoming harder to spot. Fake bank alerts, government impersonators, and even AI-cloned voices posing as family members.

Are you aware of these new tactics, and what you can do to protect yourself?

Join us for a free webinar - Cybersecurity: Fraud and Scam Awareness. Dan, Jake, and Jansen will team up with Roma Patel from TeamLogic IT to go more in depth on what to look out for and how to protect yourself.

📅 Tuesday, September 29th at 11:00 AM
🔗 Register here: 380e1846-3645-4d3d-b5c8-b51a625e73c9@c3862662-c74e-474b-bfd6-6ba4cc36c130" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/380e1846-3645-4d3d-b5c8-b51a625e73c9@c3862662-c74e-474b-bfd6-6ba4cc36c130

Open to anyone. Feel free to share with anyone who'd find it useful. Link to register is in the comments.

09/15/2026

Big shout out to our Operations and Compliance Manager, Alex, for passing his Series 65 exam! 🎉
Your hard work and dedication have paid off, and we’re excited to see you take this next step in your career.
Congratulations, Alex! We’re proud to have you on the Birchcreek team! 👏