Liana Poodiack
Birch Financial Group · Keene, New Hampshire
Liana Poodiack is a fee-only financial advisor at Birch Financial Group in Keene, New Hampshire, who holds the CFP credential. Birch Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Birch Financial Group |
|---|---|
| Based in | Keene, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $264.7M across 652 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 3230074 |
| Exams passed | Series 63 (1999) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | birchfinancialgroup.com |
How Liana's firm compares
- Birch Financial Group's average account is about $406,000, from its Form ADV (assets managed divided by 652 accounts).
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Questions about Liana
Is Liana Poodiack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Liana holds no broker registration, and Birch Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Liana charge for financial advice?
Liana's firm, Birch Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Liana Poodiack based?
Liana Poodiack is based in Keene, New Hampshire.
What credentials does Liana Poodiack hold?
Liana Poodiack holds the CFP credential.
Is Liana Poodiack registered with the SEC?
Yes. Liana Poodiack is registered as an investment adviser representative in NH (CRD 3230074), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birch Financial Group manage?
Birch Financial Group reports $264.7M across 652 accounts in assets under management.
How do I contact Liana Poodiack?
Through Liana's website, birchfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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