Birchwood Financial Partners

Birchwood Financial Partners Birchwood is a MN-based, financial services firm serving a wide variety of individuals and families

Clicking the Like button does not constitute a testimonial for or endorsement of Birchwood Financial Partners or any Investment Advisor Representative. This is the only mechanism available to circulate our page. “Like” is not meant in the traditional sense. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement.

It’s never too late (or too early) to improve your financial position. The good news is that you don’t need to change ev...
07/15/2026

It’s never too late (or too early) to improve your financial position. The good news is that you don’t need to change everything overnight. Often, meaningful progress starts with small steps.

Small changes, repeated over time, can make a bigger difference than most people think.What 'Being On Track' Really Means in Your 30s

In your 30s, it's easy to feel like you should be further along financially; discover what it truly means to be on track financially in your 30s.

Financial planning isn't about getting every decision exactly right.Life changes. Priorities shift. Opportunities emerge...
07/09/2026

Financial planning isn't about getting every decision exactly right.

Life changes. Priorities shift. Opportunities emerge. The questions you ask in your 40s may look very different from the questions you ask in your 60s.

The good news? You don't have to anticipate every twist and turn ahead. Identifying the milestones that may affect your financial life can help you feel more prepared when those moments arrive.
Whether you’re thinking about retirement, helping family members or navigating a major life transition, a trusted advisor can help bring clarity to important decisions.

Is your next financial milestone closer than you think?

Discover key financial milestones that often catch people by surprise. Learn how to navigate life's transitions and keep your financial plan adaptive and informed.

How and When to Teach Kids About Money https://bit.ly/4cX9ZjZ“Just use your credit card.”It sounds like a simple comment...
07/01/2026

How and When to Teach Kids About Money https://bit.ly/4cX9ZjZ“Just use your credit card.”
It sounds like a simple comment — but it can be the start of an important conversation.
Teaching kids about how money works doesn’t have to be complicated. It just has to start. Financial literacy is built over time through small, consistent moments.

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal everyday occurrence. But should you include the kids? Having open and honest conversations about money with young children is crucial to their education and growth.

Did you know your retirement account beneficiary designation may override your will?Many people complete beneficiary for...
06/25/2026

Did you know your retirement account beneficiary designation may override your will?
Many people complete beneficiary forms once and never look at them again. But life changes such as marriage, divorce, retirement, children and other major events can all affect whether those designations still reflect your wishes today.
A quick review now could help prevent unnecessary stress for your loved ones later.

Ensure your estate plan reflects your current wishes by regularly reviewing beneficiary designations. Simplify your legacy planning and protect your loved ones.

When you lose your spouse, it can feel like every decision needs to be made right away. In reality, many decisions can w...
06/24/2026

When you lose your spouse, it can feel like every decision needs to be made right away. In reality, many decisions can wait. Our experience has shown that the most important decisions are better made over time – with space to think clearly.

We put together a simple, structured guide that outlines:
• What typically needs attention first
• How your financial life may shift
• Which decisions are worth slowing down

A Thoughtful Guide to Finances After Losing a Spouse

Explore essential financial steps to take after losing a spouse. Learn to navigate decisions with clarity and confidence during this challenging time.

A lot of people in their 30s ask: “Am I saving enough?”A better question might be: “Am I building a financial plan that ...
06/16/2026

A lot of people in their 30s ask: “Am I saving enough?”
A better question might be: “Am I building a financial plan that fits my life today – and the future I want?”
Financial planning is not about perfection. It’s about building habits, flexibility, and long-term stability over time.What 'Being On Track' Really Means in Your 30s

In your 30s, it's easy to feel like you should be further along financially; discover what it truly means to be on track financially in your 30s.

Kids are learning about money and forming habits whether we talk about it or not.From spending to saving to giving, ever...
06/02/2026

Kids are learning about money and forming habits whether we talk about it or not.
From spending to saving to giving, everyday decisions at home play a bigger role than most people realize. A few simple conversations can make a lasting impact.
Here are a few ways to start.
How and When to Teach Kids About Money

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal everyday occurrence. But should you include the kids? Having open and honest conversations about money with young children is crucial to their education and growth.

Losing a spouse changes everything. For many, financial decisions quickly become one of the most overwhelming parts. Not...
05/21/2026

Losing a spouse changes everything. For many, financial decisions quickly become one of the most overwhelming parts. Not because they’re unmanageable, but because they arrive at a time when your capacity is already stretched.

In our experience, very few decisions are truly urgent. Having a clear starting point can make this transition feel more manageable. We’ve put together a simple, structured guide to help you focus on what matters now – and what can wait.

A Thoughtful Guide to Finances After Losing a Spouse

Explore essential financial steps to take after losing a spouse. Learn to navigate decisions with clarity and confidence during this challenging time.

In your 30s, it’s easy to feel like you should be further ahead financially. But “being on track” doesn’t have one unive...
05/14/2026

In your 30s, it’s easy to feel like you should be further ahead financially. But “being on track” doesn’t have one universal definition. For some people, it means buying a home. For others, it means paying off debt, building savings, or creating more flexibility.

The real question is: Are your financial decisions supporting the life you want? What 'Being On Track' Really Means in Your 30s

In your 30s, it's easy to feel like you should be further along financially; discover what it truly means to be on track financially in your 30s.

When should you start teaching your kids about money?It’s earlier than most people think.The most effective lessons don’...
05/01/2026

When should you start teaching your kids about money?
It’s earlier than most people think.
The most effective lessons don’t come from lectures – they happen in everyday moments. Simple, everyday conversations at home can shape lifelong financial habits.
How and When to Teach Kids About Money

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal everyday occurrence. But should you include the kids? Having open and honest conversations about money with young children is crucial to their education and growth.

Address

5601 Green Valley Drive , Suite 600
Bloomington, MN
55437

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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