Make smart choices.
Leave a lasting legacy.
Helping you align your money
with your values.
Redwoods represent
-
Money touches relationships.
-
Money touches aspirations.
-
Money touches time.
-
Money touches values.
What Makes Redwood Money Different
As an independent financial advisor, my business looks different from the big banks or investment companies. That's good for me, and great for clients.
Access
Good advice shouldn't be limited to the few, so you don't have to be rich already for us to work together.
Transparency & Alignment
As a fee-only advisor I am only paid by clients, taking a fiduciary pledge to put their interests first.
Attention
No departments. No hold music. My client count is capped to ensure each plan gets my attention.
Technology-led
Leading technology improves your experience, reduces costs, and saves trees!
redwood money by the numbers
redwood money by the numbers
$250M
assets under advisement
10
states served
100+
client households
CONNECT WITH US