Birchwood Capital

Matthew Higbie is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Birchwood Capital. His prior roles include positions at Balyasny Asset Management L.P., Citadel Enterprise Americas LLC, and Carlson Capital, L.P. Birchwood Capital serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management. The firm employs a passive, asset-allocation-driven approach focused on tax-aware implementation and primarily utilizes mutual funds and ETFs.

We assist high-net-worth families in managing their wealth. Over the years that we’ve been helping families, we’ve experienced strikingly similar questions and concerns of wealthy families: - How can we reduce the risk of a lawsuit eliminating our assets? - How much should we give our children so the money doesn’t undermine their motivation, well-being, or self-esteem? - How can we live a life of purpose and meaning? - How can we steward our resources, finding the balance between personal enjoyment and sharing? - We work with families with assets typically between $5 - 25 million who are looking for the highest level of thinking, planning, and execution. For clients’ with assets beyond these thresholds, we serve them through our multi-family office. Not all “flat fee advisors” are interchangeable. It’s the difference between seeing a general physician and going to a specialist who deals with your exact situation every day. When the decisions are meaningful, the expertise behind them matters more. At your level, a single good decision, or avoided mistake, can be worth hundreds of thousands, sometimes millions. Stephen Nelson, CFA, CFP® I am a Chartered Financial Analyst® (CFA) Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional who has spent my career in investment management and financial planning. I received a Master of Science in Finance and a B.B.A. in Finance from the Cox School of Business at Southern Methodist University in Dallas, Texas. I serve families throughout San Diego and across the country. Birchwood's asset minimum is $3 million.