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 9, 2020 1:00:00 PM

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...

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Dana Brewer, CFP®
Jun 3, 2020 1:30:00 PM

Calling the coronavirus pandemic a disruption may seem like an understatement. However, when unexpected events create disruptions that force us to...

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Dana Brewer, CFP®
Apr 8, 2020 12:15:00 PM

Today the experiences of those who are currently exploring retirement differ in important ways from previous generations. For example, both partners...

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Dana Brewer, CFP®
Jan 23, 2020 7:45:00 AM

Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...

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

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