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 10:59:22 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 1:47:30 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 pass...

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Dana Brewer, CFP®
May 23, 2019 9:40:41 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 9:49:58 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 10:24:43 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 4:16:58 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 2:22:01 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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Dana Brewer, CFP®
Oct 10, 2018 7:25:00 AM

How can you ensure that your digital property is taken care of at your death? Digital assets are all of the various online accounts in your name that...

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Dana Brewer, CFP®
Aug 8, 2018 11:07:10 AM

If you're approaching or recently entered retirement, congratulations! Your years of hard work paid off! Now it's time to enjoy your retirement as...

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Dana Brewer, CFP®
Jul 4, 2018 12:29:00 PM

Growing up, my family often took adventure vacations. At 12-years-old we took a week-long rafting trip down the Selway River in Idaho rafting over...

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

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