Lindsay Birchfield
Investment Analyst, Vice President, Shareholder

Lindsay Birchfield

AIF®

Lindsay is BCR’s VP of Investments, Chief Compliance Officer, and a member of the firm’s Leadership team. She spends most of her time focusing on the investment side of a client’s plan, rebalancing portfolios, and reporting. Lindsay also leads the firm’s Investment Committee, which reviews our investment philosophy and evaluates opportunities for investment improvement.

Lindsay is originally from Huntsville, AL. She graduated from Samford University with a BSBA in Finance. Before joining BCR Wealth Strategies in 2019, she worked in Charlotte, NC.

Lindsay is an active member of the Junior League of Birmingham and serves on the Professional Advisory Committee for the Community Foundation of Greater Birmingham.

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BCR Wealth Strategies, situated near Birmingham, AL, is a dedicated fee-only wealth management firm.

Our expertise assists business leaders, healthcare professionals, affluent individuals and families, and those in financial transition such as divorce, loss of a spouse, beneficiary, marriage, finishing residency, etc. in cultivating, safeguarding, and enhancing their wealth.

As committed fiduciaries, your best interests are our top priority.

Our team, composed of certified CFP® professionals, excels in delivering personalized financial planning and investment management services tailored to your unique requirements, reflecting your values and aspirations.

From retirement planning to asset management and protecting your family's financial future, BCR Wealth Strategies provides clear guidance and comprehensive support to help you verbalize and realize your financial objectives.

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