A complete list of active advisors currently associated with Redwood Money

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

Redwood Money serves individual and high‑net‑worth clients as well as charitable and business clients, delivering integrated investment management and financial planning services. The firm offers ongoing, project‑based, and hourly planning engagements alongside educational seminars and speaking engagements for groups. The firm follows a goal‑based, Modern Portfolio Theory approach that emphasizes passive, index‑tracking ETFs and strategic asset allocation with limited tactical adjustments, and it may engage third‑party outside managers for specific mandates. Investment management is delivered on a discretionary basis and is implemented through custodial platforms the firm requires (Betterment or Schwab), with written client‑imposed restrictions accepted and periodic reviews of plans and accounts. Compared with many peers, the firm routinely uses the Betterment for Advisors platform (in addition to Schwab) and discloses the non‑monetary support services that platform provides as a potential conflict of interest. The brochure also highlights that the firm provides advice on charitable vehicles such as charitable remainder unitrusts and donor‑advised funds and discloses their specific risks, does not aggregate client trades into block orders, and notes firm leadership’s separate real‑estate interests that can seasonally require additional time.

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