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®
Oct 2, 2019 1:15:00 PM

From a financial standpoint, paying cash is still the cheapest way to buy a car. However, many people are reluctant to use large sums of cash to...

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Dana Brewer, CFP®
Sep 25, 2019 5:59:36 PM

Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...

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Dana Brewer, CFP®
Sep 4, 2019 1:52:06 PM

Whether you’re just entering your 20s and starting your career, or you’re in your 60s and thinking about retirement, you most likely have questions...

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

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

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

Your retirement account(s) may be some  of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...

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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 only too well that exchanging...

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

While money can often be a stressor in our lives, women often report higher stress levels than men. We all have plenty to stress about from our jobs,...

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

After ending the year with a major market drop, it's natural to wonder how to react and how to avoid over-reacting. We'll discuss what you should...

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

I have been using the same fitness trainer since 2001. I don’t say this to boast about my fitness but to explain why after 18 years I still need a...

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

There are a number of reasons why someone begins searching for a Financial Advisor.  Maybe they want to start planning their path to retirement, they...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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