Birchwood Financial Partners is an independent, women-owned, and led financial advisory firm based in Minnesota. Operating as a fiduciary, the company provides fee-only wealth management services, meaning it is compensated solely by its clients and does not accept commissions for selling products. Its mission is to help clients connect their money to their life's purpose through personalized and comprehensive financial planning, covering areas such as retirement, investment management, tax strategies, and estate planning. The firm was founded in 1990 by Kay Kramer with a vision to create a collaborative and client-centric financial planning experience.

Founded in

United States