Royal Oak’s Trusted Fiduciary Financial Advisor

Royal Oak has one of the most dynamic professional communities in metro Detroit — a mix of young professionals building wealth, established families planning for retirement, and business owners navigating growth. If you’re searching for a financial advisor in Royal Oak, the most important thing to get right is finding someone who is legally required to act in your best interest.
At Redwood Wealth Management, that’s exactly who we are. We’re a fiduciary financial advisory firm based in Auburn Hills, serving clients across Oakland County — including Royal Oak, Birmingham, Berkley, 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.

What to Look for in a Royal Oak Financial Advisor

Fiduciary Status — Non-Negotiable

Before you hire any financial advisor in Royal Oak, ask: “Are you a fiduciary — all the time?” Many advisors in Michigan operate under a weaker standard that only requires their advice to be “suitable,” not necessarily the best option for you. At Redwood Wealth, we are fiduciaries always, with no exceptions. Every recommendation we make is in your interest, not ours.

Genuinely Local Knowledge

Royal Oak professionals face financial realities that a national firm based out of state simply won’t understand as well. We know the Michigan tax landscape — pension deductions, Social Security treatment, and state income tax — and we understand the financial picture facing metro Detroit professionals in healthcare, tech, creative industries, and small business.

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 straightforward and fully disclosed from the very first conversation. No surprises, no hidden charges, no agendas — just complete transparency about every dollar you pay and why

Comprehensive — Not Just Investments

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

Financial Planning Services for Royal Oak Residents

A comprehensive financial plan from Redwood Wealth covers:

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Retirement Planning

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, risk tolerance, and time horizon.

Tax Planning

Proactive Michigan tax strategies 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.

Business Owner Services

Cash flow planning, exit strategy, and benefits review for Royal Oak business owners.

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

Who We Work With in Royal Oak

Our Royal Oak clients typically include:

  • Young professionals building wealth and starting comprehensive financial planning early
  • Established families in the 40s and 50s planning for retirement within the next decade
  • Pre-retirees who want to stress-test their withdrawal strategy before they stop working
  • Small business owners thinking about growth, exit planning, or equity compensation
  • Individuals navigating a financial transition — a new job, inheritance, divorce, or loss of a spouse

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

Work with a Fiduciary Financial Advisor Near Royal Oak

Fiduciary • Independent • Based in Auburn Hills, MI • Serving Royal Oak & Oakland County

Schedule Your Free Strategy Conversation

Why Royal Oak Families Choose Redwood Wealth

Here’s what clients tell us sets us apart:

We’re accessible.

Our Auburn Hills office is a short drive from Royal Oak. We offer in-person meetings and are also available virtually.

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, and 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 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 Royal Oak

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