Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Forbes Best-In-State Wealth Advisors (2026)
Noble Birch Wealth Management is proud to announce Shawn Agan, our Founder & Wealth Manager, has been 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 to pursue their passions with confidence.
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
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.
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.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.