Beverly Hills' Trusted Fiduciary Financial Advisor

Beverly Hills is one of Oakland County's most established communities — a quiet, affluent village of tree-lined streets where many families have owned their homes for decades. Compared to some of its larger, more visible neighbors, Beverly Hills tends to draw residents who value privacy and discretion as much as sophistication in how their financial life is managed. It's also a genuinely multi-generational community: many households are actively balancing demanding careers today while also thinking seriously about the wealth they'll eventually pass on.
If you're searching for a financial advisor in Beverly Hills, MI, you deserve more than a standard investment management relationship. You deserve a comprehensive, coordinated financial plan — one that addresses every dimension of your financial life with the same level of care and expertise.
At Redwood Wealth Management, that's exactly what we provide. We are a fiduciary advisory firm based in Auburn Hills — a short drive from Beverly Hills — and we are legally required to act in your best interest at all times. We are independent, transparent about how we are compensated, and experienced in the kind of discreet, comprehensive planning that Beverly Hills families expect.

What Beverly Hills Families Should Look for in a Financial Advisor

Fiduciary — All the Time, Without Exception

The fiduciary standard is the foundation of everything we do. As a fiduciary, Redwood Wealth is legally required to act in your best interest at all times — not just in certain contexts, and not only when it's convenient. Many advisors in Michigan are not fiduciaries, or operate under a dual-registration model that allows them to switch standards depending on the transaction.

For Beverly Hills families managing significant, long-held wealth, this distinction directly affects the quality and objectivity of the advice you receive.

Truly Independent

Independence means no parent company, no preferred product list, no commissions. At Redwood Wealth, we are not affiliated with any bank, brokerage firm, or insurance company. We recommend what is genuinely best for your situation — from any provider, any strategy — because our compensation is never tied to what you buy.

Comprehensive — Multi-Generational Wealth and Discreet Planning

Beverly Hills clients frequently need more than investment management. Coordinating wealth across generations, planning for a long-held family home, and balancing an active career with future legacy goals are common needs in this community. The right financial advisor coordinates all of these pieces with your attorney, CPA, and other professionals — discreetly and without unnecessary complexity.

Transparent, Disclosed Compensation

You should always know exactly how your advisor is compensated before you commit to anything. At Redwood Wealth, our compensation is fully disclosed from the very first conversation — no hidden charges, no third-party incentives, no surprises.

Financial Planning and Wealth Management Services for Beverly Hills

A comprehensive plan from Redwood Wealth covers:

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Retirement Planning

Income modeling, withdrawal strategy, and Social Security timing for households approaching or already in retirement.

Investment Management

Disciplined, tax-efficient portfolio management aligned with your goals, time horizon, and risk tolerance.

Tax Planning

Proactive, year-round strategies to minimize your Michigan and federal tax burden as your wealth grows.

Estate and Legacy Planning

We work alongside your estate attorney on trusts, beneficiary designations, powers of attorney, and multi-generational wealth transfer strategy.

Risk Management

A coordinated review of insurance and long-term care coverage as part of your overall plan.

Family Wealth Coordination

Helping families align financial decisions across generations — from aging parents to adult children — without unnecessary friction.

For a full overview of our services, visit our financial advising services page.

Who We Work With in Beverly Hills

Our Beverly Hills clients typically include:

  • Established professionals — executives, physicians, attorneys — balancing a demanding career with long-term planning
  • Long-time homeowners thinking through what happens to the family home and other assets over time
  • Families focused on multi-generational estate and legacy planning
  • Retirees and pre-retirees who want a comprehensive income and withdrawal plan
  • Individuals navigating a significant life transition — an inheritance, a sale, or a change in career
  • Anyone who wants retirement, tax, and estate planning coordinated in one plan instead of scattered across several advisors

We keep our client base intentionally focused so that every relationship receives genuine, senior-level attention. What we look for in a client isn't a specific asset threshold — it's a commitment to their financial future and a desire for a trusted, long-term planning partner.

Work with a Fiduciary Financial Advisor in Beverly Hills, MI

Fiduciary • Independent • Transparent • Based in Auburn Hills, MI

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Why Beverly Hills Families Choose Redwood Wealth

Here’s what clients tell us sets us apart:

We’re local.

Our Auburn Hills office is a short drive from Beverly Hills. In-person meetings available, with virtual options for clients who prefer it.

Comprehensive planning.

Investments, retirement, taxes, estate, insurance, and multi-generational wealth planning — all coordinated in one cohesive plan.

We’re fiduciaries — always.

Legally required to act in your best interest, with no exceptions, no dual-registration, no asterisks.

We’re independent.

No parent company, no preferred products, no commissions. Our only obligation is to you.

We also serve clients in nearby Birmingham, Bloomfield Hills, Troy, Clarkston, Shelby Township, and Lake Orion, and across Oakland County. Visit our Birmingham financial advisor page or our other city pages for more.

Frequently Asked Questions — Financial Advisor in Bloomfield Hills, MI

What Our Michigan Clients Say

Rachel Glenister

Andrew has been fantastic to work with. He’s helped us not only manage our finances with confidence, but also get our estate planning organized and create a solid plan for retirement. He takes the time to explain everything clearly and always makes us feel comfortable with the decisions we’re making. Alicia has also been incredibly helpful, responsive, and great to work with throughout the process. We truly appreciate their professionalism, guidance, and personal attention.

Colleen Armstrong

I trust Andrew and his team at Redwood Wealth Management, my family uses his services and I've recommended him to countless friends and coworkers. He is friendly, detailed, always available and goes above and beyond.

Jeremy Nuttingop

I’ve worked with Andrew at Redwood Wealth for many years, and he has always been a trusted advisor. He’s knowledgeable, responsive, and genuinely cares about helping his clients make sound financial decisions. I highly recommend Andrew and the Redwood Wealth team.

Also Serving Birmingham, Bloomfield Hills, Troy, Clarkston, Shelby Township, Lake Orion, and Oakland County

Redwood Wealth Management is based in Auburn Hills and serves clients throughout Oakland County and Southeast Michigan. Visit our dedicated financial advisor Birmingham and financial advisor Auburn Hills pages, or call us directly to discuss how we can help regardless of where you’re located in Michigan.