- Fee-Only Financial Planning
- Financial Review
- College Education Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- 401(k) and IRAs
Dana Brewer is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Dana Brewer is a tireless advocate for Birchwood clients and employees. She never stops conceiving and implementing new ways to improve Birchwood processes. Working collaboratively with the Birchwood team allows each team member to excel at what they love to do, while creating a “sum is greater than the parts” benefit for each client.
Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains close partnerships with many respected estate attorneys and accountants who serve our clients.
Dana volunteers with Teens Alone, a non-profit organization that provides free and confidential counseling and crisis services year-round to youth and parents in the western suburbs. Dana is a long-time resident of Eden Prairie, MN. Outside of the office, she can be found on the golf course, playing beach volleyball, skiing or traveling. Her son and daughter-in-law live and work in Chicago and her daughter lives and works in Los Angeles.
Minnesota Chapter of the Financial Planning Association (FPA)
Certified Financial Planner™ professional
Finance & Commerce 2007 Top Women in Finance
2015 Selected as a Five Star Professional. The Five Star award recognizes service professionals who provide quality services to their clients. Dana was listed as a Five Star Professional in the January issue of Mpls.St.Paul Magazine and Twin Cities Business.