A complete list of active advisors currently associated with Redwood Financial Planning, LLC

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

Redwood Financial Planning serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering ongoing portfolio management, financial planning, and access to third‑party asset managers. The firm manages approximately $389 million in discretionary client assets and supports several hundred client relationships. The firm’s investment approach couples fundamental analysis with tactical overlay strategies intended to reduce portfolio volatility while seeking to enhance returns; portfolios are primarily invested in mutual funds and exchange‑traded funds and are usually managed on a discretionary basis. Redwood also assists clients in selecting and monitoring third‑party managers and may place assets on sponsor‑specific platforms when appropriate. Redwood’s brochure discloses industry affiliations that are less common among peer teams: advisory personnel are licensed to sell insurance and an advisor is a registered representative of a broker‑dealer, and the firm receives a portion of fees from third‑party managers and has custodial/broker‑dealer arrangements that provide research access. The firm describes policies to mitigate these conflicts—such as restrictions on certain trail compensation and a preference for no‑load funds in managed accounts—and reports no disciplinary events in its ADV.

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