Birchwood Financial Partners
Closed
3300 Edinborough Way
Minneapolis, MN 55435
Birchwood Financial Partners, based in Minneapolis, MN, is a fee-only financial planning and investment management firm dedicated to aligning clients' financial goals with their values and lifestyles. Their team emphasizes a personalized approach, helping clients navigate the complexities of financial decisions during significant life transitions.
Focused on understanding each individual's definition of success, Birchwood collaborates with clients to design tailored financial plans and investment portfolios. They offer a range of services, including retirement planning, socially responsible investing, and estate planning, all aimed at helping clients live meaningful lives.
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