Dana  Brewer,  CFP<sup>&reg;</sup> - Financial Advisor

Dana Brewer, CFP®

Financial Advisor & Principal

Birchwood Financial Partners, Inc.

3300 Edinborough Way, Ste 610
Edina, MN 55435
FINANCIAL ADVISOR'S WEBSITE
(952) 885-9088 CONNECT WITH Dana
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General

Dana Brewer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Birchwood Financial Partners, Inc. in Edina, MN and the surrounding communities.

Financial Advisor Overview

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 works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains relationships with many estate attorneys and accountants who serve our clients.

Dana volunteers with Greater Minneapolis Crisis Nursery, a non-profit organization in Hennepin County that is a trusted resource for families in their time of crisis. Their mission is to end child abuse and neglect and create strong, healthy families.

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, fiancé and grandson live in Los Angeles.

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Financial Advisor 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources