Who We Are
Personalized planning and investment management that helps align your financial goals with your values.
Birchwood Financial Partners is a fee-only financial planning firm founded on the relationship we have with each and every client. Located in Edina, Minnesota our team can help you identify how money intersects with your values around family, meaningful work, lifestyle and giving back. Our process helps you gain clarity around goals and build a tailored plan for protecting and growing your financial foundation. Along the way, we’ll advise you on simple ways to stay organized and informed around your financial choices.
Birchwood was founded in 1990 with a vision to help clients improve their quality of life. That vision is realized every time our clients feel a sense of fulfillment and abundance from living on purpose, knowing their money is working for them and expanding their potential.
At the end of the day, it’s about how you want to live and make a difference. Contact us to get started.