Adam Torres, Ed Lambert and Alex Cabot discuss “Mastering the Money Mind.”
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New book alert! In this episode, Adam Torres, Ed Lambert and Alex Cabot, Co-Founders and Managing Partners of Birch Run Financial, explore their new book, Mastering the Money Mind: A New Way of Thinking About Personal Finance.
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About Birch Run Financial
Birch Run Financial started with a simple belief – that there was a need for quality, independent advice when it comes to customizing a comprehensive financial plan. In 2012, we – advisors Ed Lambert and Alex Cabot – set about turning that idea into reality, affiliating with Raymond James and bringing like-minded colleagues along to establish what has become a flourishing financial practice.
Their close-knit team openly shares ideas, leading to more innovation and better communication. This spirit of openness is evident in how they work with a select group of clients. The familiarity with the companies they work for means they have a more intimate knowledge of their retirement plans and corporate benefits.
The team at Birch Run Financial works diligently toward the goal of providing the best client service experience possible. Each team member shares a unified vision for serving our clients with the utmost care and respect. Their clients not only have a lead advisor to help them, but also other team members who have specialized skills in areas such as retirement planning, estate planning and diversified portfolio management.