Sayre Payne

Family-Focused | Financial Advice | Legal Navigation

Role: Wealth Management Advisor at Birchcreek Wealth Management
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sayre Payne

Behind every family is a complex web of responsibilities: financial decisions, legal…

Experience

Wealth Management Advisor
Birchcreek Wealth Management
Dec 2022 — Present
At Birchcreek, we serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning & investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.

Education

The Ohio State University
Bachelor of Arts (B.A.), International Studies
2004 — 2008
University of Dayton School of Law
Juris Doctorate
2016 — 2018

Contact information

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Work email
•••••@birchcreekwealth.com
Personal email
•••••@•••••.com
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Current company

Birchcreek Wealth Management

Financial Services · 7 employees · Founded 2019 · Dayton, Ohio, United States

At Birchcreek Wealth Management we take pride in providing exceptional financial planning and investment management solutions. We draw on our expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own, in turn enabling them to focus on other priorities such as spending time with loved ones, focusing on their health, and simply enjoying life. To show our commitment to putting our clients first, Birchcreek was founded to serve as a fiduciary in 100% of our client interactions. We are an independent, ‘fee-only’ registered investment advisor (RIA). Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance. This leads to: mitigated conflicts of interest lower overall costs broader availability of securities and funds the highest level of transparency around what you are paying a streamlined client experience through reduced paperwork and legal jargon Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience,$7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.

birchcreekwealth.com

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About Sayre Payne

Experience

Wealth Management Advisor

Education

The Ohio State University

University of Dayton School of Law

Find verified contacts for anyone on LinkedIn