Our Mission
Most wealth advisory begins after the important questions have already been framed in financial terms. We begin before that, at the internal, where a person's relationship to their money is still unspoken and often unexamined.
We don't tell you what to believe. We build the conditions under which you can become honest with yourself about what you already hold.
Our Team
Matt Esposito
Stewardship Identity Practitioner • Impact Investment Background Founder, Birch RoadA relationship-driven strategist with a vision for building something meaningful, Matt works at the intersection of financial therapy, impact capital, and stewardship identity, aligning money stories, governance, and investment structures with clients' long-term impact ambitions. This practice grew out of over a decade in investor relations, financial operations, and impact investment partnerships. Across that time, Matt has facilitated decision management and knowledge exchange on impact investing with 70+ clients spanning cultural backgrounds, wealth origins (created and inherited), life stages, and depth of impact intent.
Matt is a certified Trauma of Money specialist and Certified Financial Therapist candidate (CFT-I). He is based in Oakland, CA.