Bloomfield Hills’ Trusted Fiduciary Financial Advisor

Bloomfield Hills is one of Michigan’s most distinguished communities — a place where generations of families have built, preserved, and passed on significant wealth. The financial lives of Bloomfield Hills residents are often genuinely complex: business interests, concentrated stock positions, trust structures, multi-generational estate plans, and philanthropic goals alongside retirement and investment planning.
If you’re searching for a financial advisor in Bloomfield 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 — just minutes from Bloomfield 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 deeply experienced in the kind of comprehensive planning that Bloomfield Hills families require.

What Bloomfield 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 Bloomfield Hills families managing complex financial situations, this distinction is not academic — it 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.
For clients with significant assets, this independence is essential. The difference between an advisor who recommends what’s best and one who recommends what pays them more compounds significantly over time.

Comprehensive — Estate Planning, Trusts, and Legacy

Bloomfield Hills clients frequently need more than investment management. Multi-generational wealth transfer, trust administration coordination, charitable giving strategy, and business succession planning are common needs in this community. The right financial advisor coordinates all of these pieces with your estate attorney, CPA, and other advisors — so nothing falls through the cracks.

Transparent, Disclosed Compensation

You should always know exactly how your advisor is compensated before you commit to anything. At Redwood Wealth, our fees are fully disclosed from the very first conversation — no hidden charges, no third-party incentives, no surprises. Complete transparency about every dollar you pay and why.

Financial Planning and Wealth Management Services for Bloomfield Hills

A comprehensive plan from Redwood Wealth covers:

business-meeting

Retirement Planning

Income modeling, withdrawal strategy, Social Security timing, and sequence-of-returns stress testing. Visit our retirement planning page for more.

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 — coordinated with your investments and estate plan.

Estate Planning

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

Business Succession Planning

Exit strategy, business valuation context, equity compensation, and the transition from business owner to retiree.

Family Wealth Governance

For families managing multi-generational wealth, we help establish structures and conversations that protect and preserve what you’ve built.

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

Who We Work With in Bloomfield Hills

Our Bloomfield Hills clients typically include:

  • Executives and senior professionals with equity compensation, deferred comp, and concentrated stock positions
  • Families managing multi-generational wealth and estate planning across trust structures
  • Business owners preparing for succession, sale, or transition
    Pre-retirees who want a comprehensive plan before they stop working
  • Individuals navigating a significant financial transition — a business sale, inheritance, divorce, or loss of a spouse
  • Philanthropically-minded families who want their giving strategy integrated with their financial plan

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 Bloomfield Hills, MI

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

Schedule Your Free Strategy Conversation

Why Bloomfield Hills Families Choose Redwood Wealth

Here’s what clients tell us sets us apart:

We’re local.

Our Auburn Hills office is minutes from Bloomfield Hills. In-person meetings available, with virtual options for clients who prefer it.

Comprehensive planning.

Investments, retirement, taxes, estate, insurance, charitable giving — 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 and across Oakland County. Visit our Birmingham financial advisor page or our Auburn Hills financial advisor page for more.

Frequently Asked Questions — Financial Advisor in Bloomfield Hills, MI

Is there a financial advisor near Bloomfield Hills I can meet in person?
What does a fiduciary financial advisor in Bloomfield Hills do differently?
Does Redwood Wealth handle estate planning for Bloomfield Hills clients?
What is wealth management and how is it different from financial advising?
How much does a financial advisor in Bloomfield Hills, MI cost?
How do I get started with a Bloomfield Hills financial advisor?

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, Auburn Hills, 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.