Birchwood Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$845,879,496
Clients
759
Advisors
9
of 15 employees
About
Birchwood Financial Partners provides personalized financial planning and portfolio management primarily to individuals and couples, including high‑net‑worth clients, and also advises pension and profit‑sharing plans, charitable organizations, and businesses. Services described in the brochure include discretionary and non‑discretionary asset management, stand‑alone and ongoing financial planning, and ERISA plan services (both limited 3(21) and full 3(38) roles).
The firm’s investment process is asset‑allocation driven and grounded in Modern Portfolio Theory, with diversified target ranges across equities, fixed income, alternatives and cash and an emphasis on manager selection and periodic monitoring. Birchwood may implement portfolios directly or through sub‑advisors, documents client objectives in an Investment Policy Statement, and offers both ongoing discretionary trading authority and non‑discretionary recommendations.
Distinctive disclosures in the brochure include the firm’s use or potential use of derivatives and futures/options strategies (including long/short and inverse/leveraged funds) and an explicit discussion of leverage‑ and borrowing‑related risks, which the firm addresses in its risk section. The brochure also notes constructive custody practices (direct fee deduction and third‑party money‑movement authority), states the firm ceased offering new wrap fee programs as of March 1, 2016, and describes occasional client tax‑preparation assistance based on relationship and assets under management.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $1,000 to $10,000 for initial stand-alone financial plans
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Up to $500 per hour for financial planning
Ongoing financial planning offered for annual fees between $1,000 and $25,000 payable monthly or quarterly
Account minimum: $1,500,000 Fee-only: Financial planning fees: hourly up to $500/hour; fixed fees $1,000 to $10,000 for stand-alone plans; ongoing plans $1,000 to $25,000 annually
Main office
5601 Green Valley Dr., Suite 600
Bloomington MN 55437
Advisors at this office
9
Most active in
Arizona · California · Florida · Illinois · Iowa · Minnesota · New York · North Carolina · Texas · Wisconsin
Also doing business as
Birchwood Financial Partners, Inc. · Klb Financial · Kramer Lothrop Brewer Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jill V
Series 65
Bloomington, MN
Birchwood Financial Partners, Inc.
Jill Vilkama is a financial advisor at Birchwood Financial Partners, Inc. in Bloomington, MN, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Fure Financial and Cahill Financial Advisors before joining Birchwood Financial Partners. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, manager selection, and aligning target allocations with client risk profiles.
Mary Bridget H
CFP®, Series 66
Bloomington, MN
Birchwood Financial Partners, Inc.
Mary Bridget Handke is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Birchwood Financial Partners, Inc. since 2014. She contributes to financial literacy by responding to student questions on finance and investments through the BESTPREP program and also operates a small floral arrangement business. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans, with an investment approach based on Modern Portfolio Theory emphasizing asset allocation and risk profile alignment.
Damian W
CFP®, Series 63
Bloomington, MN
Birchwood Financial Partners, Inc.
Damian Winther is a CFP® professional with 13 years of industry experience, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. He has been with Birchwood since 2014. Outside of his advisory role, Damian contributes to BESTPREP, a financial literacy program for young people, where he responds to student questions about finance, investments, and money. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.
Stephen D
CFA®, Series 63
Bloomington, MN
Birchwood Financial Partners, Inc.
Stephen Dixon is a CFA® charterholder with 13 years of industry experience. He has been with Birchwood Financial Partners, Inc. since 2014. Outside of his advisory role, Dixon teaches financial literacy to young people through Bestprep and serves on the board of the nonprofit Hamel Athletic Club, where he is treasurer and league information officer. He also teaches courses for Kaplan Professional Education aimed at individuals preparing for the CFP exam. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.
Kimberly A
CFP®
Bloomington, MN
Birchwood Financial Partners, Inc.
Kimberly Andrews is a CFP® professional with four years of industry experience, currently serving at Birchwood Financial Partners, Inc. She has worked at Birchwood since 2013, with a brief tenure at Boulay Financial Advisors, LLC from 2020 to 2021. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation and manager selection tailored to client risk profiles.
Kayla B
CFP®
Bloomington, MN
Birchwood Financial Partners, Inc.
Kayla Berceau is a CFP® professional with one year of experience at Birchwood Financial Partners, Inc. She has previously worked in care and support roles at Lyngblomsten Care Center and Alternatives for People with Autism. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm applies Modern Portfolio Theory in its investment approach, emphasizing asset allocation and manager selection tailored to client risk profiles.
Rachel I
CFP®, Series 66
Bloomington, MN
Birchwood Financial Partners, Inc.
Rachel Infante is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Birchwood Financial Partners, Inc. since 2018 and previously at Fure Financial Corporation and Commonwealth Financial Network. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.
Brayden K
CFP®, Series 66
Bloomington, MN
Birchwood Financial Partners, Inc.
Brayden Kelly is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Birchwood Financial Partners, Inc., having previously worked at OSAIC, FSC Securities Corporation, and Ameriprise. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.
Dana B
CFP®, Series 63
Bloomington, MN
Birchwood Financial Partners, Inc.
Dana Brewer is a CFP® with 18 years of experience in the financial industry, currently serving at Birchwood Financial Partners, Inc. in Bloomington, MN. Brewer has been with Birchwood since 2014, contributing to the firm’s advisory team. Birchwood Financial Partners provides personalized financial planning and investment management primarily for individuals and couples, as well as high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, focusing on asset allocation, manager selection, and aligning portfolios with client risk profiles.
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