Clarkston's Trusted Fiduciary Financial Advisor

Clarkston is one of Oakland County's most distinctive communities — a historic small town built around a millpond and a walkable downtown, with some of the highest rates of homeownership and college education in the state. Many Clarkston residents have spent decades building a life here, and the financial questions that matter most tend to center on retirement, legacy, and making sure what you've built lasts — not accumulation for its own sake.
If you're searching for a financial advisor in Clarkston, 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 Clarkston — 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 retirement and legacy planning that Clarkston families and retirees are looking for.

What Clarkston Retirees and 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 Clarkston retirees making decisions that need to last decades, 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 — Retirement Income, Legacy, and Estate Planning

Clarkston clients frequently need more than investment management. Retirement income planning, Social Security timing, downsizing decisions, and multi-generational estate and legacy planning are common needs in this community. The right financial advisor coordinates all of these pieces with your estate attorney, CPA, and other professionals — 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 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 Clarkston

A comprehensive plan from Redwood Wealth covers:

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Retirement Planning

Income modeling, withdrawal strategy, Social Security timing, and sequence-of-returns stress testing — built for a retirement that could last 25-plus years.

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 and Legacy Planning

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

Downsizing and Life Transition Planning

Guidance for the financial side of downsizing, relocating, or transitioning out of a long-time family home.

Risk Management

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

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

Who We Work With in Clarkston

Our Clarkston clients typically include:

  • Retirees and pre-retirees who want a comprehensive income and withdrawal plan before or after they stop working
  • Long-time homeowners weighing whether and when to downsize
  • Families focused on multi-generational estate and legacy planning
  • Individuals navigating a significant life transition — the loss of a spouse, an inheritance, or a health change
  • Grandparents interested in funding education or gifting strategies for grandchildren
  • 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.
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Work with a Fiduciary Financial Advisor in Clarkston, MI

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

Schedule Your Free Strategy Conversation

Why Clarkston 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 Clarkston. In-person meetings available, with virtual options for clients who prefer it.

Comprehensive planning.

Investments, retirement income, taxes, estate, insurance, and legacy 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 Troy, Birmingham, and Bloomfield Hills and across Oakland County. Visit our Birmingham financial advisor page or our Troy and Bloomfield Hills financial advisor pages for more.

Frequently Asked Questions — Financial Advisor in Clarkston, MI

Is there a financial advisor near Clarkston I can meet in person?
What does a fiduciary financial advisor in Clarkston do differently?
Do you help Clarkston retirees figure out how much they can safely withdraw each year?
Does Redwood Wealth help with estate and legacy planning for Clarkston families?
How much does a financial advisor in Clarkston, MI cost?
How do I get started with a Clarkston 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.

Ethan M

Vigilant and friendly staff! Andrew has been incredibly helpful with our investments and has surpassed our goals!

Also Serving Troy, Birmingham, Bloomfield 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 Troy,  financial advisor Birmingham and financial advisor Bloomfield Hills pages, or call us directly to discuss how we can help regardless of where you're located in Michigan.