Kimmie Moehring
CFP®
Birchwood Financial Partners
Financial Advisor
Kimmie Moehring
CFP®
Birchwood Financial Partners
Financial Advisor
I hope to look back on my career and see that I've made a positive impact on the lives of our clients. I look forward to knowing that I've brought joy or peace into their financial future. - Kimmie Moehring, CFP®
Fee-Only financial planner located in Edina, MN, serving clients locally and across the country
Kimmie Moehring is a 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, Kimmie Moehring is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
With a background in education, coaching, and client service, Kimmie Moehring has always had the desire to be part of a team focused on helping people to reach their goals. After working on the client service side and studying personal financial management, it was clear that the financial planning industry fit well with her skills, passions, and knowledge.
Kimmie believes in the importance of collaboration and communications. As a financial advisor, she loves being part of team that works strategically with clients to help make the best financial decisions for their values and lifestyle alongside opportunities to plan for retirement, tax strategies and estate planning.
As a native of Minnesota, Kimmie has a love of the outdoors, and she has learned to enjoy each season especially any day that she gets to spend on or near the beautiful lakes. Kimmie loves to spend her free time playing volleyball, tennis, and pickleball and spending quality time with friends and her family brings her great joy.
Kimmie is involved in athletics at her alma matter, Minnetonka High School and is an active member of her church where she participates in Bible studies and mentoring.
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
EXPERIENCE
Kimmie worked as a Client Service Specialist for Birchwood for nearly seven years. After completing her CFP® Certification, she gained experience as a Wealth Management Advisor at a local firm before returning to Birchwood in early 2021 as a Financial Advisor.
EDUCATION
Bethel University, B.S. in Elementary Education - Communication Arts and Literature
Kimmie Moehring 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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Kimmie Moehring 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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Kimmie Moehring 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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Kimmie Moehring 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 Kimmie Moehring
Office Locations:
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3300 Edinborough Way
Suite 610
Edina, MN 55435
