REDWOOD FINANCIAL NETWORK
SEC RegisteredGuidance for Life's Financial Transitions
About the firm
Redwood Financial Network is a retirement-focused advisory firm serving professionals and business owners across the United States. Their work centers on helping individuals and couples navigate the transition from accumulation to income with structure and clarity. The firm is not structured around sales quotas or product emphasis, prioritizing long-term advisory relationships grounded in alignment, steady guidance, and mutual respect.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning services delivered through a structured framework called the Retirement Confidence Builder process, covering income planning, account coordination, tax awareness, risk alignment, and flexibility planning. The firm also addresses Social Security coordination, Roth conversion considerations, contribution strategies, and investment risk alignment.
Who they serve
Professionals and business owners approaching retirement, including individuals and couples who are typically five to ten years from retirement, have established careers or business ownership, significant retirement savings accumulated, and multiple accounts across employers or institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 625 | $76M |
| High Net Worth Individuals | 387 | $183M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $4.1M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REDWOOD FINANCIAL NETWORK has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.