Rochester Hills’ Trusted Fiduciary Financial Advisor

If you’re searching for a financial advisor in Rochester Hills, the most important thing to get right isn’t the size of the firm or the length of their brochure. It’s whether they’re legally required to act in your best interest — and whether they actually understand the financial picture facing Rochester Hills families.
At Redwood Wealth Management, we check both boxes. We’re a fiduciary financial advisory firm based just minutes away in Auburn Hills, and we’ve built our practice around serving professionals, families, and business owners across Oakland County — including Rochester Hills, Rochester, and the surrounding communities.
We offer comprehensive financial planning — retirement, investments, tax strategy, insurance, and estate planning — all coordinated in one plan, built around your specific goals and timeline.

What Sets a Rochester Hills Financial Advisor Apart

Fiduciary Status — Non-Negotiable

Ask any financial advisor you're considering: "Are you a fiduciary — all the time?" Many advisors in Michigan are not — or only act as fiduciaries in certain contexts. At Redwood Wealth, we are fiduciaries always, with no exceptions. Every recommendation we make is in your interest, not ours.

Genuinely Local to Oakland County

We understand the financial realities facing Rochester Hills residents in a way that national firms don't. Michigan's income tax rules, the Oakland County employer landscape, and the real cost of living in southeast Michigan all shape the advice we give — and the retirement plans we build.

Comprehensive — Not Just Investments

The best financial advisors in Rochester Hills don't just manage your portfolio. They look at your full financial picture — your retirement timeline, your tax situation, your insurance coverage, and your estate plan — and make sure every piece is working together. That's exactly how we work.

Transparent Compensation, No Surprises

We believe you should always know exactly how your advisor gets paid — before you commit to anything. At Redwood Wealth, our fees are straightforward and fully disclosed from the very first conversation. No surprises, no hidden charges, no agendas — just complete transparency.

Financial Planning Services for Rochester Hills Families

Here’s what a comprehensive financial plan from Redwood Wealth covers:

business-meeting

Retirement Planning

When can you retire? We model your income, expenses, withdrawal strategy, and sequence-of-returns risk so you can retire with confidence. Visit our retirement planning page for more.

Investment Management

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

Tax Planning

Proactive strategies to reduce your Michigan tax burden, coordinated with your investments and retirement accounts.

Estate Planning

We work alongside your estate attorney to make sure your financial plan and estate documents are fully aligned.

Insurance Review

An objective look at your coverage — life, disability, long-term care — with no incentive to sell you anything.

Business Owner Services

Cash flow planning, exit strategy, ESOP guidance, and benefits review for Rochester Hills business owners

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

Who We Work With in Rochester Hills

Our Rochester Hills clients typically include:

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

What matters to us isn’t a minimum asset threshold — it’s finding clients who are serious about their financial future and want a trusted, ongoing partner in managing it.

Work with a Fiduciary Financial Advisor Near Rochester Hills

Fiduciary • Independent • Based in Auburn Hills, MI • Serving Rochester Hills

Schedule Your Free Strategy Conversation

Why Rochester Hills Families Choose Redwood Wealth

Here’s what clients tell us sets us apart:

We’re close by.

Our Auburn Hills office is minutes from Rochester Hills. You can meet us in person, and we’re available when your life changes.

We explain everything clearly.

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

We work on your full picture.

Investments, taxes, retirement, insurance — all coordinated in one plan.

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 Rochester Hills

Is there a financial advisor near Rochester Hills I can meet in person?
What does a fiduciary financial advisor in Rochester Hills do differently?
What does it cost to work with a financial advisor near Rochester Hills?
Do I need to live in Rochester Hills to work with Redwood Wealth?
What’s the difference between a financial advisor and a financial planner in Rochester Hills?
How do I get started with a Rochester Hills 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 and Oakland County

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