If you’re looking for a financial advisor in Auburn Hills, you want someone who is legally required to put your interests first — not someone who earns commissions on what they sell you. At Redwood Wealth Management, that’s exactly what you get: a fiduciary financial advisor based right here in Auburn Hills, MI.
We work with professionals, families, and business owners across Oakland County who are ready to make confident decisions about their financial future — retirement, investments, taxes, estate planning, and everything in between. Our approach is comprehensive, transparent, and built around your specific goals.

What Makes a Great Financial Advisor in Auburn Hills?

Not all financial advisors are the same. Here’s what to look for — and what sets Redwood Wealth apart.

 1. Fiduciary — Always in Your Interest

A fiduciary is legally required to act in your best interest at all times. Many advisors are not — or only operate this way part-time. At Redwood Wealth, we are fiduciaries 100% of the time, with no exceptions. Every recommendation is made with your goals in mind.

 2. Local — Always Grounded in Your Reality

We’re not a national firm with a distant office. We’re based right in Auburn Hills and understand the financial realities of Oakland County — from Michigan tax rules to local industries and cost of living. Our advice is built around the community you live and work in.

 3. Transparent — Always Clear on Fees

You should never have to guess how your advisor gets paid. A great advisor explains it plainly and upfront. At Redwood Wealth, we’re transparent from day one — you’ll always know what you’re paying, why you’re paying it, and what you’re getting in return.

Our Financial Planning Services in Auburn Hills

We offer comprehensive financial planning — not just investment management. Our clients get a full financial plan that brings all the pieces together:

business-meeting

undefined

When can you retire? We model your income, expenses, sequence-of-returns risk, and withdrawal strategy so you can retire with confidence.

Investment Management

Disciplined, low-cost portfolio management aligned with your goals and time horizon.

Tax Planning

Proactive strategies for minimizing your tax burden, coordinated with your investments and retirement accounts.

Estate Planning Coordination

We work alongside your estate attorney to make sure your financial plan and estate documents align.

Insurance Review

An objective look at your coverage needs, with no incentive to sell you anything.

Business Owner Services

ESOP guidance, exit planning, cash flow modeling, and benefits strategy for Auburn Hills business owners.

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

Who We Work With in Auburn Hills

Our Auburn Hills clients are typically:
Auburn Hills

  • Professionals and executives in the automotive, tech, and healthcare industries
  • Families planning for retirement within the next 5–15 years
  • Business owners thinking about transition or exit
  • Individuals navigating a financial inflection point — a job change, inheritance, divorce, or the death of a spouse
  • Pre-retirees who want to stress-test their withdrawal strategy before they stop working

What we look for in a client isn’t a minimum asset level — it’s someone who takes their financial life seriously and wants a trusted, ongoing partner in managing it.

Work with a Fiduciary Financial Advisor in Auburn Hills

Fiduciary • Independent • Based in Auburn Hills

Schedule Your Free Strategy Conversation

Why Auburn Hills Families Choose Redwood Wealth

Here’s what clients tell us sets us apart:

We’re local.

You can meet us in person at our Auburn Hills office, and we’re available when your life changes.

We explain everything clearly.

No jargon, no pressure, no sales pitch. You’ll always understand why we’re recommending what we’re recommending.

We work on your full picture.

Your investments, your taxes, your retirement plan, and your insurance all talk to each other. We plan across all of it.

We’re independent.

We don’t answer to a fund company, a broker-dealer, or a parent corporation. Our only loyalty is to our clients.

Wondering what the difference is between a fiduciary and a non-fiduciary advisor? Our guide to finding the best financial advisor in Auburn Hills walks through exactly what to look for before you hire anyone.

Frequently Asked Questions — Financial Advisor in Auburn Hills

What does a financial advisor in Auburn Hills actually do?
How is a fiduciary advisor different from other financial advisors in Auburn Hills?
What does it cost to work with a financial advisor in Auburn Hills?
Do I need to be near retirement to work with a financial advisor?
How do I verify that a financial advisor in Auburn Hills is legitimate?
Is Redwood Wealth Management a fiduciary?

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.

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.