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 26, 2023 1:30:00 PM

Each generation’s approach to retirement tends to be somewhat different from those of the previous generations.

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Dana Brewer, CFP®
Jun 29, 2023 11:00:00 AM

As our clients age, we often see them struggle with paying their bills for a number of reasons.

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Dana Brewer, CFP®
May 11, 2023 1:20:41 PM

Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...

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Dana Brewer, CFP®
Mar 2, 2023 12:00:00 PM

As measured by our clients and prospects, interest in sustainable investing continues to expand amid the concerns expressed by policymakers and the...

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Dana Brewer, CFP®
Feb 9, 2023 12:09:30 PM

People are living longer, needing more health care and long-term care, spending more, and saving less.

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Dana Brewer, CFP®
Nov 23, 2022 8:10:00 AM

Over the years, I have learned not to reinvent the wheel when possible. When I began writing about the topic of couple’s money conversations, it was...

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Dana Brewer, CFP®
Sep 1, 2022 1:15:00 PM

Recently, a friend of mine reached out for moral support while going through a divorce. I had gone through a divorce of my own 15 years prior, and I...

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Dana Brewer, CFP®
Jun 23, 2022 1:15:00 PM

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.” Worth comes in many different flavors–it may be...

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Dana Brewer, CFP®
Apr 14, 2022 7:00:00 AM

This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...

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Dana Brewer, CFP®
Mar 24, 2022 7:15:00 AM

In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...

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

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