Dana Brewer
CFP®
Birchwood Financial Partners, Inc.
Principal - Financial Advisor
Dana Brewer
CFP®
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. - Dana Brewer, CFP®
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Dana Brewer 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, Dana Brewer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dana Brewer is a tireless advocate for Birchwood clients and employees. 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 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, daughter-in-law and grandson live and work in Chicago, and her daughter, son-in-law and grandson live in Los Angeles.
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
AWARDS
2022 Selected as a Five Star Professional. The Five Star award recognizes wealth management professionals who provide quality services to their clients.
EXPERIENCE
After her search for a personal financial planner proved unsuccessful, Dana decided to pursue her degree in finance so she could manage her family’s finances. It wasn’t long before she fell in love with finance, and in 1992 she joined what was then Kramer Lothrop Financial Services. She helped grow our firm from a small three-person office into a 13-person wealth management firm. In 2000, she became an owner of the firm.
Due to her own quest for knowledge, Dana always makes sure that clients can attain the level of knowledge they need to accomplish what’s most important to them. Whether you want to know every detail about your investments and the markets or just enough to have a smart conversation about where you stand, Dana creates an environment at Birchwood where the most important information rises to the top and clients can always ask any question and get the answers they’re seeking.
EDUCATION
Metro State University, B.A. in Personal Finance
Dana Brewer 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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Dana Brewer 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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Dana Brewer 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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Dana Brewer 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.
Contact Dana Brewer
Office Locations:
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3300 Edinborough Way
Suite 610
Edina, MN 55435
