A complete list of active advisors currently associated with Redwing Financial

Warmer can help you find a great advisor at Redwing Financial or one who fits your needs even better.

Redwing Financial is a solo‑advisor registered investment adviser that serves individuals as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm provides discretionary asset management, comprehensive financial planning, and tailored financial education and coaching, managing about $38.4 million in client assets across roughly 105 accounts. Redwing customizes investment strategies to clients’ stated objectives and risk tolerances, typically employing fundamental analysis and a mix of mutual funds, ETFs, individual securities and, in limited cases, options. The firm also offers retirement plan consulting — including investment policy development, vendor management and participant education — and operates a wrap fee program that combines portfolio management, trade execution and included planning/education services. Noteworthy distinctions include firm personnel who also act as registered representatives of a broker‑dealer, allowing the adviser to offer brokerage and insurance products alongside advisory services while disclosing procedures to address associated conflicts of interest. Redwing is also the sponsor/manager of its own wrap fee program (with planning and coaching included), and provides a broad set of specialized, education‑focused planning packages and ongoing coaching engagements that go beyond what most solo independent advisers describe in their brochures.

To learn more about the advisors currently working at Redwing Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.