Redwood Financial is for investors who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives. We use a non-active forecasting and/or passive, low fee, low turnover, low tax consequence, disciplined approach that strives to help you keep more of the markets’ returns for yourself. A happy consequence of the process is you will have more time to spend on the things that matter the most to you.
At Redwood Financial we are rooted in the success of our clients. We provide clients with the guidance and education they need to build wealth, ignore Wall Street and get on with their lives.
Redwood Financial is a privately owned company in Jefferson, MD proudly doing business since 2002.