Damian Winther (CFP®)

Damian Winther focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

As one of the owners of Birchwood, Damian meets with clients on a daily basis and helps them get a sense of whether or not 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 achieve client 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.

Additional Information

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.

NAPFA Start Date

April 02, 2015

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This Office

3300 Edinborough Way Ste 610 Edina, MN 55435-5962 Phone: (952) 885-9088 Fax: (952) 887-2949