Dylan BirchDylan BirchWealth Advisor
About Dylan
Dylan Birch is a Wealth Advisor with J.P. Morgan Wealth Management.
Dylan works closely with a diverse range of clients to help guide them with wealth planning and advice to pursue their goals. His focus is on delivering a strategic and tailored approach, including liquidity management, restricted stock, long-term planning and generational wealth transfer.
Communication is fundamental to Dylan's process, and he strives to be a collaborative and trusted counselor to each individual. His straightforward, disciplined style facilitates conversations so clients can clearly define their objectives and aspirations. He helps tackle immediate needs, then focuses on developing a wealth management plan that remains responsive to evolving priorities and market conditions.
Dylan took a leadership path to a career in financial services, serving in the United States Army as an Infantry officer for five years. He has worked with a wide range of people to solve complex problems—from completing Ranger School to serving as an advisor to the Iraqi Army during Operation Inherent Resolve.
In 2018, Dylan joined J.P. Morgan through the Corporate-Client banking team in Houston, focused on the energy sector. His team advised exploration and production, midstream, and oil-field services companies on the origination and execution of debt transactions, including revolving credit facilities, high-yield bonds, institutional term loans and committed M&A financing.
Dylan attended the United States Military Academy at West Point, where he earned a B.S. in Civil Engineering, graduating in the top 20% of his class. He was on the NCAA Division I Army Boxing Team—3-time NCAA Team Champions. He holds an M.B.A. from the Cox School of Business at Southern Methodist University.
Philanthropy is one of Dylan's core values, and he is head of the Texas Veterans Business Resource Group (BRG) for J.P. Morgan. This 1500-strong organization builds houses, lays wreaths and connects veterans with places they can turn to for mental health. Outside of the office, Dylan enjoys golf, running, studying history and searching for the best weekend brunch in the area.
Insights
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now