Auburn Hills' Trusted Fiduciary Financial Planning Advisor
Finding the right financial planning advisor in Auburn Hills isn't just about picking someone with credentials. It's about finding someone who takes the time to understand your life — your family, your goals, your worries — and builds a plan around that reality, not a template.
At Redwood Wealth, that's exactly how we work. We're an independent, fee-only fiduciary advisory firm based right here in Auburn Hills, Michigan. We don't earn commissions. We don't have products to push. Our only job is to give you the best financial guidance we can — and to be legally held to that standard every single day.
Whether you're a family in Auburn Hills planning for retirement, a professional in Troy managing equity compensation, or a business owner in Rochester Hills thinking about the future — we're here to help you make the most of what you've built.
Why Auburn Hills Families Choose Redwood Wealth
We're Fiduciaries — Always
As a fiduciary financial planning advisor, we're legally required to act in your best interest at all times — not in the interest of a fund company, a broker, or a commission structure. Many financial advisors in Michigan are not fiduciaries. At Redwood Wealth, we always are. That's a meaningful difference.
Fee-Only — No Hidden Agendas
We operate on a transparent, fee-only structure. No commissions, no product sales, no hidden charges. Our fees are explained clearly before you commit to anything. You always know exactly what you're paying and why.
A Clear Roadmap, Not More Confusion
We translate complex financial concepts into plain language and give you a clear, prioritised action plan. No jargon, no pressure. Just an honest picture of where you stand and a realistic path forward.
Flexible — Because Life Doesn't Stick to a Plan
Markets shift. Life circumstances change. Your financial strategy needs to be adaptable. We build flexibility into everything we do, so you're never stuck with a plan that no longer fits your life.
Our Financial Planning Process in Auburn Hills
Free Strategy Conversation
We start by getting to know you. Your goals, your concerns, your current financial situation. There's no commitment required — just an open, honest conversation with your Auburn Hills financial planning advisor.
Your Personalised Financial Plan
We build a comprehensive plan tailored to your specific situation — covering investments, retirement, tax strategy, insurance, and estate planning as needed.
We Put the Plan in Motion
We work alongside you to implement each piece, coordinating with your accountant or estate attorney where helpful.
Ongoing Monitoring and Check-ins
We provide continuous monitoring and make necessary adjustments as your life and financial goals evolve
What Our Auburn Hills Clients Say
Larry Moore: Andrew is an exceptional financial advisor and a genuinely down-to-earth person. He guided us through many critical financial decisions that helped us reach our long-term goals. Throughout the process, he was thoughtful and patient, always taking our comfort level into account while presenting a variety of investment opportunities. His ability to explain options clearly and tailor strategies to our needs gave us great confidence in the decisions we made.
Dianne Wrobleski: Andrew has been extremely helpful in navigating our financial needs. We trust him completely and think of him as family. He is easy to talk to and listens to what we need. I highly recommend Andrew.