Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Forbes Best-In-State Wealth Advisors (2026)
Noble Birch Wealth Management is honored to have Shawn Agan recognized by Forbes as a 2026 Best-In-State Wealth Advisor. We combine institutional-grade expertise with a fanatical commitment to service, empowering our clients with the clarity to pursue their passions.
Special Announcement: Noble Birch achieves LPL Masters Club!
We are honored to be named to LPL Financial’s prestigious Masters Club! Being among the top 7% of financial advisors nationwide is a true testament to our team’s commitment to helping clients pursue their financial goals. Cheers to the team and our incredible clients!
*Achievement is based on annual production among LPL-affiliated investment programs only.
Confident Retirement
Are you thinking about how to maintain your lifestyle throughout your sunset years? This is one of the most critical times in a person’s finances and a point when the advice of an experienced wealth manager can be invaluable. Noble Birch can help you through planning for retirement while striving to help maximize the assets which remain available to you.
Executives
Corporate executives work hard to protect their company’s future and are so often consumed with the demands of their job. Often, these demands leave little time to focus on the executive’s own personal financial plan. Noble Birch can help you balance your personal time constraints with their desire to help ensure your financial matters are well-taken care of and appropriately managed.
Life Transitions
Noble Birch is a partner, providing the support you need to navigate life’s challenges, transitions and victories. We work with a variety of client transitions such as retirement, divorce, widowhood, special needs planning and more.
Emerging Wealth
Are you an up and comer? Someday soon, you will have a pension or a concentrated stock position and will be running these companies. It is never too soon to start planning for the future. Speak with one of our emerging wealth advisors. We are ready to help you feel set up for the road ahead.
Business Owners
The team works tirelessly with you to align your long-term goals and vision with your financial plan, helping to ensure a mutual dedication to working toward these goals through innovative strategies. We understand the intricacies and complexities of running your own business. Our team is well versed in strategies to help support your goals.
Sudden Wealth
Do you suddenly have control of a large sum of money and unsure of what to do and in need of some guidance? Noble Birch can help you step by step as you navigate this new circumstance taking into account the entire picture.
We’ve invested a vast amount of thought and energy into structuring our firm to be distinct, and better. Noble Birch Wealth Management is built to:
- Attract and retain the most talented and dedicated people in the industry
- Turn their intellectual ferocity, loyalty and passion into a phenomenal experience for you
- Do everything we can to put the clients interests first
- Maximize transparency, a personal approach and continuity
Learn more about the Noble Birch Wealth Management team
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.