Troy's Trusted Fiduciary Financial Advisor
Troy is one of Michigan's most significant business hubs — home to Fortune 500 headquarters, a dense cluster of automotive and technology firms, and one of the most highly educated, most diverse workforces in the state. The financial lives of Troy residents are often genuinely complex: equity compensation, executive bonus structures, business ownership, and multi-income households alongside retirement and investment planning.
If you're searching for a financial advisor in Troy, 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 Troy — 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 Troy's executives, business owners, and families require.
What Troy Professionals and Business Owners 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 Troy professionals managing equity compensation and complex benefits packages, 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 — Equity Compensation, Executive Benefits, and Business Succession
Troy clients frequently need more than investment management. Stock options, RSUs, ESPPs, deferred compensation, and business succession planning are common needs in this community. The right financial advisor coordinates all of these pieces with your CPA, attorney, 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 Troy
A comprehensive plan from Redwood Wealth covers:
Retirement Planning
Income modeling, withdrawal strategy, Social Security timing, and sequence-of-returns stress testing.
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 wealth transfer strategy.
Business Succession Planning
Exit strategy, business valuation context, and the transition from business owner to retiree.
Equity Compensation Planning
Stock options, RSUs, ESPPs, and concentrated stock positions — including vesting schedules and tax-aware diversification strategy.
For a full overview of our services, visit our financial advising services page.
Who We Work With in Troy
Our Troy clients typically include:
- Corporate executives and senior professionals with equity compensation, deferred comp, and concentrated stock positions
- Business owners preparing for succession, sale, or transition
- Dual-career households navigating complex benefits packages and tax situations
- Pre-retirees who want a comprehensive plan before they stop working
- Individuals navigating a significant financial transition — a business sale, inheritance, divorce, or job change
- Families who want retirement, tax, and estate planning coordinated in one 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 Troy, MI
Fiduciary • Independent • Transparent • Based in Auburn Hills, MI
Frequently Asked Questions — Financial Advisor in Troy, MI
What Our Michigan Clients Say
Also Serving 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 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.