Birchwood Financial Partners is a leading financial planning and investment management firm based in Minneapolis, MN. They offer personalized services to help individuals align their financial goals with their values and lifestyle. With a focus on understanding each client's unique definition of success, Birchwood Financial Partners designs customized financial plans and investment portfolios to help clients live their most meaningful lives.
As a fee-only firm, Birchwood Financial Partners prioritizes the relationship they have with each client. Their team helps clients identify how money intersects with their values and goals, whether it's related to family, meaningful work, lifestyle, or giving back. With a commitment to providing informed financial choices, Birchwood Financial Partners assists clients in managing the complexities of their finances during life transitions such as marriage, retirement, inheritance, or sudden single events.
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