Birchwood Financial Partners, Inc. logo

Birchwood Financial Partners, Inc. Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Birchwood Financial Partners, Inc. is a financial services firm based in Bloomington, Minnesota. Founded in 1990, the firm aims to help clients improve their quality of life by ensuring their money works toward purposeful living and potential growth. It operates as a small to midsize practice offering a broad range of services designed to address diverse client needs. The firm has earned external recognition, including being named a top Minnesota financial advisor to partner with in 2018 and again in 2019, and being listed among the Financial Times 300 Top Registered Investment Advisers in 2017.

Find Birchwood Financial Partners, Inc. employees' phone numbers or email addresses

Birchwood Financial Partners, Inc. Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Birchwood Financial Partners, Inc.'s Leadership

  • Owner at Birchwood Financial Partners, Inc.
    S. B.
    Owner
  • Investment Manager And Principal at Birchwood Financial Partners, Inc.
    S. D.
    Investment Manager And Principal
  • Financial Advisor And Principal at Birchwood Financial Partners, Inc.
    D. B.
    Financial Advisor And Principal
  • Principal – Financial Advisor at Birchwood Financial Partners, Inc.
    R. I.
    Principal – Financial Advisor
  • Customer Service Specialist at Birchwood Financial Partners, Inc.
    C. M.
    Customer Service Specialist
  • Client Service Specialist at Birchwood Financial Partners, Inc.
    M. D.
    Client Service Specialist
  • Client Service Specialist at Birchwood Financial Partners, Inc.
    A. A.
    Client Service Specialist
  • Investment Analyst at Birchwood Financial Partners, Inc.
    J. K.
    Investment Analyst

Birchwood Financial Partners, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Other

Contact profiles from Birchwood Financial Partners, Inc.

Name
Title
Contact
Location
Last Update
  • Owner at Birchwood Financial Partners, Inc.
    S. B.
    Owner
    Oct 17, 2024
  • Investment Manager And Principal at Birchwood Financial Partners, Inc.
    S. D.
    Investment Manager And Principal
    Sep 09, 2026
  • Financial Advisor And Principal at Birchwood Financial Partners, Inc.
    D. B.
    Financial Advisor And Principal
    Sep 07, 2026
  • Principal – Financial Advisor at Birchwood Financial Partners, Inc.
    R. I.
    Principal – Financial Advisor
    Sep 13, 2026
  • Customer Service Specialist at Birchwood Financial Partners, Inc.
    C. M.
    Customer Service Specialist
    Feb 12, 2026
  • Client Service Specialist at Birchwood Financial Partners, Inc.
    M. D.
    Client Service Specialist
    Mar 25, 2026
  • Client Service Specialist at Birchwood Financial Partners, Inc.
    A. A.
    Client Service Specialist
    Oct 22, 2024
  • Investment Analyst at Birchwood Financial Partners, Inc.
    J. K.
    Investment Analyst
    Oct 17, 2024

Frequently Asked Questions

What is Birchwood Financial Partners, Inc. known for?

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Birchwood Financial Partners, Inc. was founded in 1990 and operates in the Financial Services industry. You can contact Birchwood Financial Partners, Inc.'s main corporate office by phone at . Explore Birchwood Financial Partners, Inc.'s company overview page for more information.

What is Birchwood Financial Partners, Inc.'s most common email format?

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Birchwood Financial Partners, Inc. employees' email format typically follows the pattern of First@birchwoodfp.com. Trying to find reliable and up-to-date employee contact data? Find more Birchwood Financial Partners, Inc. email formats with LeadIQ.

How many employees does Birchwood Financial Partners, Inc. have currently?

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Birchwood Financial Partners, Inc. has approximately 17 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Birchwood Financial Partners, Inc.'s key employees and leadership?

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As of August 2026, Birchwood Financial Partners, Inc.'s key employees include:

  • Owner: S. B.
  • Investment Manager And Principal: S. D.
  • Financial Advisor And Principal: D. B.
  • Principal – Financial Advisor: R. I.
  • Customer Service Specialist: C. M.

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