Brayden Kelly (BFA™, CFP®)
Brayden Kelly focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Brayden believes the best part of our work is the ability to help inspire confidence in our client's financial futures. Witnessing how this newfound confidence may spill over and enrich other facets of their lives is incredibly rewarding.
At the heart of Brayden’s professional philosophy is the pursuit of meaningful work, a passion ignited early in his journey as a financial advisor. He holds a firm belief in the significance of every financial discussion, emphasizing the importance of having a guide willing to navigate through any topic, no matter its complexity. As a CERTIFIED FINANCIAL PLANNER® and Behavioral Financial Advisor™, Brayden feels aligned with Birchwood’s commitment to transparency and the cultivation of client relationships, underscoring his dedication to making the financial industry more accessible and trustworthy.
Additional Information
Brayden began working in financial services in 2016 and worked with various financial institutions throughout college and afterward. He was a paraplanner at Octagon Wealth Management prior to joining the Birchwood team. Brayden graduated summa cum laude from Creighton University in 2020 with a BSBA and a Financial Planning emphasis.
Brayden was born in Dallas, Texas and moved to Minnesota when he was 9 years old and has lived here ever since. He lives in the North Loop of downtown Minneapolis and makes sure to find time to spend with his family, friends, and dog. You can likely find him at any given Twins game during the summer or rooting for his Creighton Bluejays basketball team in the winter. He also enjoys boating on lakes up north, tennis, and golf.
NAPFA Start Date
May 12, 2025
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