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

Reap The Financial Benefits of Home Renovation

Dana Brewer, CFP®
May 15, 2025 8:00:00 AM

There are so many decisions to make when contemplating a home renovation. One frequently overlooked factor is deciding how you will dispose of the...

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The Importance of Asking for and Accepting Help

Dana Brewer, CFP®
Feb 27, 2025 8:15:00 AM

I recently experienced an injury that has taken months to recover from. While a physical injury makes the potential need for help more apparent,...

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Multigenerational Financial Planning

Dana Brewer, CFP®
Aug 15, 2024 7:45:00 AM

Do your personal goals include leaving a financial legacy for future generations? Multigenerational financial planning is an essential strategy to...

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Achieving Fulfillment and Satisfaction in Retirement

Dana Brewer, CFP®
Feb 15, 2024 10:26:00 AM

Retirement is a significant life transition. It can bring about various changes, not only in your financial situation but also in your relationships...

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Standard Deduction Versus Itemized Deduction: Which Makes Sense For You?

Dana Brewer, CFP®
Dec 22, 2023 9:00:00 AM

In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...

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Retirement Milestones in Your 40s, 50s, and 60s

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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4 Tips For Taking Over An Aging Parent’s Finances

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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5 Things You May Not Know About Retirement Accounts

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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Socially Responsible Investing (SRI) Trends: Why People are Buying In

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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Are Reverse Mortgages a Scam?

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

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