Sherwood Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,426,543
Clients
87
Advisors
3
of 6 employees
About
Sherwood Financial Partners advises individuals, high‑net‑worth clients, and charitable organizations. The firm offers ongoing portfolio management, financial planning (one‑time plans), a Family Office engagement for multi‑generational households, and basic federal and state tax preparation services.
SFPL documents client goals and risk tolerance in an Investment Policy Statement and typically manages portfolios on a discretionary, long‑term basis, favoring mutual funds and ETFs with value‑based indexing and active management on the bond side. The adviser may select third‑party money managers for portions of a client’s assets, conducts regular portfolio monitoring, and requires custody through Schwab Institutional.
The brochure discloses that a principal is a practicing attorney who may provide legal services to clients, and the firm also offers basic tax preparation—features the firm identifies as potential conflicts of interest and discloses in its filings. For a supported firm with a small advisory team, the combination of a Family Office offering plus in‑house tax services and an attorney affiliation is atypical among peers.
Client services
Expertise
Fee options
$0+: 0.80% Portfolio Management $0+: 0.60% Family Office Engagement $0+: 0.40% Basic Investing Engagement
$500 per hour for Financial Planning and Basic Tax Preparation services
Account minimum: $1,500,000
Main office
2475 Townsgate Road, Suite 210
Westlake Village CA 91361
Advisors at this office
3
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Hannah B
CFP®, CFA®, Series 65
Westlake Village, CA
Sherwood Financial Partners, LLC
Hannah Boundy is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. She has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm uses a value-based indexing approach combined with active fixed-income management and emphasizes long-term trading with ongoing portfolio monitoring under discretionary authority.
Yvonne D
CFP®, Series 65
Westlake Village, CA
Sherwood Financial Partners, LLC
Yvonne Darby is a CFP® with four years of industry experience, currently serving as a financial advisor at Sherwood Financial Partners, LLC. Her prior work experience includes roles at Fullscreen and McBeard. Sherwood Financial Partners advises individuals, high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, family office services, and basic tax preparation. The firm generally manages portfolios on a discretionary, long-term basis using a combination of value-based indexing and active bond management, with custody through Schwab Institutional.
Matthew D
CFP®, Series 65
Westlake Village, CA
Sherwood Financial Partners, LLC
Matthew Davis is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm employs a value-based indexing approach combined with active fixed-income management and offers tiered service options that include client participation in account maintenance.
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