Birchwood Financial Partners, Inc.
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. You gain clarity around your goals and together we build a tailored plan for protecting and growing your financial foundation. Along the way, we’ll advise you on simple ways to stay organized and informed around your financial choices and investment strategies.
Birchwood, located in Edina, Minnesota, was founded in 1990 with a vision to help clients improve their quality of life. That vision is realized every time our clients feel a sense of fulfillment and abundance from living on purpose, knowing their money is working for them and expanding their potential.
Many clients come through our doors with questions like:
How much is enough?
Have I planned thoroughly enough for the future?
Are my investments properly diversified?
How do I invest in a way that reflects my values?
At the end of the day, it’s about how you want to live and make a difference. Contact us to get started 952-885-9088 or firstname.lastname@example.org.
Investment advisory services offered through Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor.