A complete list of active advisors currently associated with Redwood Family Wealth LLC

Warmer can help you find a great advisor at Redwood Family Wealth LLC or one who fits your needs even better.

Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals (including high net worth clients), charitable organizations, corporations and other businesses. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, and can recommend or monitor third‑party money managers. Investment advice is tailored to client objectives and may employ a broad set of instruments, including equities, fixed income, mutual funds and ETFs, options, structured products, PIPEs, REITs and Delaware Statutory Trusts; the firm discloses that it may use margin, short sales and derivatives in separately managed accounts. Accounts are monitored and rebalanced on an ongoing basis, and financial planning services are provided in conjunction with portfolio management and supplemented by consultative guidance (including on 1031 exchange considerations). Several practices distinguish Redwood from many peers: advisors are also registered representatives of Cabot Lodge Securities and may receive transaction‑based compensation (including 12b‑1 fees) in addition to advisory fees, which the firm discloses as a potential conflict of interest. The firm routinely directs brokerage to Raymond James and does not aggregate trades across accounts, and it notes it provides recommendations on 1031/DST investments without facilitating transactions or receiving compensation from providers; the brochure also discloses a resolved disciplinary matter involving an owner.

To learn more about the advisors currently working at Redwood Family Wealth LLC, 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.

You can also browse Redwood Family Wealth LLC's office locations.

Name	Location	Years of experience
Philip Brooks	Plano, TX	49
Eric Eisenhard	Golden, CO	9

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support