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Damian Winther
Financial Advisor and Principal
CFP®, Chartered SRI Counselor™ (CSRIC™)
Birchwood Financial Partners, Inc.5601 Green Valley Dr., Ste 600, Bloomington, MN 55437
Languages: English
My Approach
I believe effective financial planning begins with a genuine relationship. By understanding each client’s life, family, and dreams, I can provide honest, straightforward guidance designed to help them make informed decisions and move confidently toward their goals.
The Clients I Serve
Business Owners, Executives, Pre-Retiree
Major Milestones I Specialize In
Funding Education, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My work with clients begins by building a genuine relationship and understanding what is most important to them. Every client is different, so I take the time to learn about their life, family, goals, and dreams before developing recommendations. From there, we take a comprehensive look at their financial picture, identify opportunities and potential risks, and develop a personalized plan for the future. I help make complicated financial decisions easier to understand by explaining the available options in plain English, including the reasoning behind each recommendation and how it may affect the client today and over time. Working alongside the Birchwood team, I help clients evaluate their choices, make informed decisions, and put their plan into action. Clients can expect honest, straightforward guidance and an ongoing relationship grounded in integrity, trust, and a steady focus on helping them move toward their goals.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.