Financial Advisor in Birmingham, MI

Birmingham’s Trusted Fiduciary Financial Advisor

Birmingham is one of Michigan’s most sought-after communities — known for its thriving downtown, top-rated schools, and a concentration of professionals, executives, and business owners who have built significant wealth over their careers. If you’re searching for a financial advisor in Birmingham, MI, the stakes are high and the right choice matters.
At Redwood Wealth Management, we serve Birmingham residents who want more than investment management. They want a comprehensive, coordinated financial plan — one that addresses retirement, taxes, estate planning, and legacy alongside their investments. We are a fiduciary firm based in Auburn Hills, just minutes from Birmingham, and we are legally required to act in your best interest at all times.
We are independent, we are transparent about how we are compensated, and we bring a genuinely comprehensive approach to every client relationship. For Birmingham families managing complex financial lives, that combination matters.

What to Look for in a Birmingham, MI Financial Advisor

Fiduciary Status — Non-Negotiable

Ask any financial advisor you’re considering: “Are you a fiduciary — all the time?” Many advisors in Michigan are not fiduciaries, or operate under a dual-registration model that switches between fiduciary and non-fiduciary standards depending on the context. At Redwood Wealth, we are fiduciaries always, with no exceptions. Every recommendation we make is in your interest, not ours.

Independent — No Parent Company, No Product Agenda

Independence means we are not owned by or affiliated with a bank, brokerage firm, or insurance company. We don’t have a preferred fund list handed down from a parent corporation. We don’t earn commissions on products. We recommend whatever is genuinely best for your situation — from any provider, any strategy.
For Birmingham clients with complex financial situations — business interests, equity compensation, trust structures, or multi-generational wealth — true independence is essential.

Transparent Compensation, No Hidden Agendas

We believe you should always know exactly how your advisor gets paid before you commit to anything. At Redwood Wealth, our fees are fully disclosed from the very first conversation. No surprises, no hidden charges, no third-party incentives influencing the advice you receive.

Comprehensive — Estate Planning, Tax Strategy, and Beyond

Birmingham clients often have financial lives that go well beyond a standard investment portfolio. Business ownership, stock options, trusts, charitable giving, and multi-generational estate planning are common considerations. The best financial advisors in Birmingham coordinate all of these pieces in a single, cohesive plan — working alongside your estate attorney, CPA, and other advisors as needed.

Financial Planning Services for Birmingham, MI Residents

A comprehensive financial plan from Redwood Wealth covers:

Retirement Planning

We model your income, withdrawal strategy, Social Security timing, and sequence-of-returns risk so you can retire with confidence. 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 Michigan tax strategies coordinated with your investments, retirement accounts, and estate plan.

Estate Planning

We work alongside your estate attorney to make sure your financial plan and estate documents are fully aligned — trusts, beneficiary designations, and legacy goals included.

Business Owner Services

Business succession planning, equity compensation strategy, exit planning, and cash flow management for Birmingham business owners.

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

Who We Work With in Birmingham, MI

Our Birmingham clients typically include:

Executives and senior professionals managing equity compensation, deferred comp, and concentrated stock positions
Business owners planning for succession, exit, or sale of their company
Families with complex estate planning needs — trusts, multi-generational wealth transfer, charitable giving
Pre-retirees in their 50s and early 60s stress-testing their retirement plan before they stop working
Professionals transitioning from a major life event — a business sale, inheritance, divorce, or loss of a spouse

At Redwood Wealth, we keep our client base intentionally focused so every relationship receives genuine, attentive service. What matters most is finding clients who take their financial future seriously and want a trusted, ongoing partner in managing it.

Work with a Fiduciary Financial Advisor Near Birmingham, MI

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

Schedule Your Free Strategy Conversation

Why Birmingham 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 Birmingham. We offer in-person meetings and are also available virtually.

We think comprehensively.

Investments, taxes, retirement, estate planning, and insurance — all coordinated in one plan so nothing falls through the cracks.

We’re fiduciaries — always.

Legally required to act in your best interest at all times, with no exceptions and no dual-registration loopholes.

We’re independent.

No parent company, no preferred fund list, no commissions. Our only obligation is to you.

Wondering what to look for before hiring? Our guide to finding the best financial advisor in Auburn Hills covers exactly what questions to ask — and what the right answers sound like.

Frequently Asked Questions — Financial Advisor in Birmingham, MI

Is there a financial advisor near Birmingham, MI I can meet in person?

What does a fiduciary financial advisor in Birmingham do differently?

Do Birmingham financial advisors help with estate planning?

Yes. Estate planning coordination is a core part of what we do for Birmingham clients. We work alongside your estate attorney to make sure your financial plan and estate documents are fully aligned — including trusts, beneficiary designations, power of attorney, and legacy planning. For clients with charitable giving goals, we also help structure donor-advised funds and gifting strategies.

How much does a financial advisor in Birmingham, MI cost?

What’s the difference between a financial advisor and a wealth manager in Birmingham?

The terms are often used interchangeably. “Wealth management” typically implies a broader scope of services — investments, taxes, estate planning, and philanthropy under one roof. At Redwood Wealth, we provide exactly this kind of comprehensive, coordinated service, which is why many Birmingham clients think of us as their wealth management partner rather than just their investment advisor.

How do I get started with a Birmingham 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.

Also Serving Auburn Hills, Royal Oak, and Oakland County

Redwood Wealth Management is based in Auburn Hills and serves the broader Oakland County and metro Detroit area. Visit our dedicated financial advisor Auburn Hills and financial advisor Royal Oak pages, or call us directly to discuss how we can help regardless of where you’re located in Michigan.

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