Dana Brewer, CFP®

Dana Brewer, CFP®
Dana works directly with clients on financial planning and is a managing partner in the firm. She contributes to strategic planning for business and employee development, sits on the investment committee and helps create and implement processes that streamline Birchwood’s business operations. She also maintains close partnerships with many estate attorneys and accountants who serve our clients.
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Recent Posts

Dana Brewer, CFP®
Jun 26, 2019 11:59:22 AM

When the media refers to “the Market” just what ... Read More

Dana Brewer, CFP®
Jun 19, 2019 2:47:30 PM

Your retirement account(s) may be some  of ... Read More

Dana Brewer, CFP®
May 23, 2019 10:40:41 AM

June is a month when couples in love often flock to the altar. For those that have been married before they know ... Read More

Dana Brewer, CFP®
Mar 13, 2019 10:49:58 AM

While money can often be a stressor in our ... Read More

Dana Brewer, CFP®
Feb 7, 2019 11:24:43 AM

After ending the year with a major market drop, ... Read More

Dana Brewer, CFP®
Jan 15, 2019 5:16:58 PM

I have been using the same ... Read More

Dana Brewer, CFP®
Nov 30, 2018 3:22:01 PM

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Dana Brewer, CFP®
Oct 10, 2018 8:25:00 AM

How can you ... Read More

Dana Brewer, CFP®
Aug 8, 2018 12:07:10 PM

If you're approaching or recently entered retirement, congratulations! Your years of hard work paid ... Read More

Dana Brewer, CFP®
Jul 4, 2018 1:29:00 PM

Growing up, my family often took adventure ... Read More