Bridget Handke


Birchwood Financial Partners, Inc.

Principal – Financial Advisor

Bridget Handke


Birchwood Financial Partners, Inc.

Principal – Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bridget Handke, CFP®, CAP®

(952) 885-9088

Fee-Only financial planner located in Edina, MN, serving clients locally and across the country

Mary Bridget Handke is an Edina, MN fee-only financial planner. Birchwood Financial Partners, Inc. provides comprehensive investment management, retirement planning, and sustainable, responsible, impact investing to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mary Bridget Handke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Bridget Handke, one of the owners of Birchwood Financial Partners, has a personal mission to help people thrive. She does this by developing long-term relationships with clients that enables her to understand what is most important to them. Bridget strives to give clients a sense of confidence. She is able to translate complex financial concepts into plain language so their finances are understandable, flexible and helps promote peace of mind.

Bridget understands that for many, success means going beyond oneself and family to help communities thrive as well. Bridget helps interested clients with sustainable, responsible, impact investing, a specialty at Birchwood. For others she helps them craft and implement a philanthropic giving strategy. Bridget believes philanthropic giving can have such a positive impact on communities that she earned the CAP® designation – Chartered Advisor in Philanthropy. 

Bridget has been quoted in publications such as the Star Tribune, Chicago Tribune and Wall Street Journal and has spoken on personal and women’s finance topics. She has developed a specialty in working with widows, who tend to have unique financial circumstances, and wrote the book Finances for One, a New Widow’s Guide to Managing Money. She is the Finance Chair of the Eastview Community Foundation, which provides scholarships for graduating seniors and works hands-on with BestPrep to teach financial literacy to high school students. For over twenty years Bridget has lived in Apple Valley with her husband, Dan. She has two wonderful daughters who inspire her to continue mentoring young people. During her off hours she enjoys the gym, hiking, reading and searching for the area’s best hot and sour soup.


Financial Planning Association (FPA)

Minnesota Chapter of the Financial Planning Association

National Association of Personal Financial Adivsors (NAPFA)


Certified Financial Planner™ professional.

Chartered Advisor in Philanthropy® professional.


2020 Selected as a Five Star Professional. The Five Star award recognizes wealth management professionals who provide quality services to their clients.


Bridget was a general manager for a corporate travel agency when she was moved to change careers in order to help people more directly. After working briefly at another planning firm, Bridget joined Birchwood in 2004 as a Financial Advisor as she was drawn to the women-owned, collaborative team business structure. She became an owner in 2010. Bridget is dedicated to providing clients with the solutions and encouragement needed for them, their families, and their communities to thrive.


Iowa State, B.S. in Family Environment

Santa Clara University

Bridget Handke is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Birchwood Financial Partners is a fee-only financial planning and investment management firm founded on the relationship we have with each and every client. Our team can help you identify how money intersects with your values and goals around family, meaningful work, lifestyle and giving back.

We help manage the complexities of your finances so that you can make informed financial choices. Many of these choices present themselves during times of life transitions such as marriage, retirement, inheritance, a suddenly single event and many more.

Our focus is your success now and in the future. Each person defines success differently. We spend time getting to know and understand what it means to you so that together we can help design a financial plan and investment portfolio to help you live your most meaningful life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Bridget Handke

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Office Locations:

  • 3300 Edinborough Way
    Suite 610
    Edina, MN 55435

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