Each year as part of our annual regulatory requirements, we provide a free updated brochure including a summary of material changes. Please find below our firm brochure (ADV Part 2A & Supervised Persons ADV Part 2B); Item 2 highlights any material changes to our business and service offerings. For those who participate in Birchwood’s Wrap Program, you will also find a copy of the updated ADV Part 2A, Appendix 1.
You may request copies of our Firm Brochure (ADV Part 2A), Supervised Persons (ADV Part 2B) at any time by calling our office at 952-885-9088.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners, Inc. All links have been provided only as a convenience.
© 2024 Birchwood Financial Partners. All Rights Reserved.