Damian Winther
CFP®, CSRIC®
Birchwood Financial Partners, Inc.
Principal - Financial Advisor
Damian Winther
CFP®, CSRIC®
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. - Damian Winther, CFP®, CSRIC®
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Damian Winther 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, Damian Winther is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As one of the owners of Birchwood, Damian Winther meets with clients on a daily basis and helps them get a sense of whether they are on track to achieve their goals. He works extensively on developing and implementing tax and Social Security strategies with clients.
Overall, Damian aims for efficiency with client plans and takes into consideration their unique financial situations. He communicates each of the options available to clients and helps guide them to a decision and assists them with the implementation process. Damian finds a great deal of value in working as a team at Birchwood; he believes it is integral to successfully creating appropriate recommendations and finding the best way to help clients achieve their goals.
Damian is able to analyze a problem and provide a solution that is efficient and straightforward. He excels at translating complicated financial language into plain English to provide clients with an understanding of the rationale behind a recommendation and how that will affect them today and down the road. He is proud of the relationships he has built with clients and enjoys getting to know them on a personal level and discovering what is important to them and their families.
Damian remains active in the community’s youth and adult sports associations and is also a member of the Financial Planning Association of Minnesota. He is also involved with the BestPrep e-mentor program, where financial professionals communicate with high school students weekly and discuss budgeting, finance, investments and goal planning to help them understand the correlation between what they learn in the classroom and what they will use in real life. Damian and his wife, Jill, live in Minnetrista with their four daughters, Camryn, Keeley, Hayden and Finley. When not working, Damian can often be found on the golf course, at a local ice arena or coaching his children’s sports teams.
PROFESSIONAL AFFILIATIONS
Financial Planning Association (FPA)
Minnesota Chapter of the Financial Planning Association
National Association of Personal Financial Advisors (NAPFA)
CERTIFICATIONS
Certified Financial Planner™ professional
Chartered SRI Counselor™
AWARDS
2022 Selected as a Five Star Professional. The Five Star award recognizes wealth management professionals who provide quality services to their clients.
EXPERIENCE
Damian’s interest in investments and finance began in high school where he was involved in a program that introduced financial responsibility to the next generation. During college, Damian held internships at Merrill Lynch and Wells Fargo. He was offered a position while still in school, but Damian passed on the opportunity, wanting to focus solely on his studies. When he graduated in 2001, he accepted a position with the Office of the Comptroller of the Currency (OCC), which is an independent bureau of the U.S. Department of the Treasury. He was responsible for chartering, regulating and supervision of national banks and federal savings associations. Spending four years with the OCC, Damian’s primary role was that of an Assistant National Bank Examiner.
While he was working for the OCC, Damian received a call from a Birchwood client and family friend who mentioned that Birchwood was looking for someone to join the team. She went over the traits, values and characteristics of the ideal team member and Damian decided to meet with our owners. Although he wasn’t actively looking to switch positions, he met with Dana and Kay over a period of several months to discuss Birchwood and Damian’s potential role. He decided it was the right fit for him and joined the Birchwood team in 2005. Enjoying the emphasis on collaboration and analysis, he has never looked back.
EDUCATION
University of Minnesota-Duluth, B.B.A. in Finance, Magna Cum Laude
Damian Winther 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.
Specialties
- 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
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Damian Winther is a NAPFA-Registered Financial AdvisorThe 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.
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Damian Winther is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Damian Winther is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Damian Winther is a Chartered SRI Counselor™ (CSRIC™)
Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Contact Damian Winther
Office Locations:
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3300 Edinborough Way
Suite 610
Edina, MN 55435
