Birch River Financial Services:
Fractional Back-Office Operations Specialists

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Whether you are a solo advisor looking for more work-life balance, a new advisor aspiring to build a successful practice, or an RIA firm interested in offering advisors more operational assistance without the need to hire additional full-time staff, Birch River Financial Services is your back-office operations solution.

Operations Support

Our service offerings allow advisors and firms to bring their back-office operations to the next level without the need for a full-time hire.

Client Services

Manage client onboarding, new account openings, and maintenance.

Portfolio Management

Handle trade executions, rebalancing, and account billing.

Paraplanning

Gather client financial information, enter data into financial planning software, and RMD processing.

Advisor Transitions

Manage the custodian to custodian or the firm to firm transition process.

Human Resources

Payroll processing, job postings, background checks, and employee onboarding.

RIA Compliance

Manage firm registrations, annual ADV updates, and regulatory filings.

Meet The Founder

Kristen Mueller

Kristen Mueller is the founder and CEO of Birch River Financial. With over 20 years in the financial services industry and having worked in every role within an RIA office—from receptionist to advisor—she has gained a comprehensive understanding of the entire business. This hands-on experience has deepened her appreciation for the importance of robust back-office support and exceptional client service in building and sustaining a successful firm.

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We Have Experience With Many Wealth Management Products and Custodians

We are always eager to expand our knowledge of custodians and financial technology products. We proudly leverage the following custodian and fin tech platforms.