A complete list of active advisors currently associated with Redwood Financial Network

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

Redwood Financial Network is a team-based registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement-plan consulting, and implementation services that can include brokerage and insurance products. Redwood tailors portfolios to client goals and risk tolerances with a disciplined, long-term approach, using periodic rebalancing and tax-aware adjustments; account management is generally discretionary and delivered through programs administered by LPL Financial. It offers a range of delivery models — including wrap-fee and non-wrap management, advisor-overseen robo-advice, model portfolio and separate-account platforms — and provides planning engagements on ongoing, flat-fee, hourly, or subscription bases. What is distinctive about Redwood is that it is also licensed as an insurance agency and its advisers are registered representatives of LPL, so they can implement insurance solutions and receive brokerage or insurance compensation in addition to advisory fees; the firm discloses these affiliations and that advisers may split time between advisory and broker/insurance activities. Redwood likewise sponsors a wrap-fee program administered through LPL — a less common arrangement among similar team firms — and combines wrap sponsorship with broad access to LPL-sponsored manager and model platforms, a mix that may influence product selection and creates potential conflicts of interest clients should consider.

To learn more about the advisors currently working at Redwood Financial Network, 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.