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Redwood Financial Group, formed in 2009, focuses on building and preserving wealth for individual investors who are serious about their financial future. The focus of the firm is a holistic view of portfolio management. We understand that the key aspect in choosing a Financial Advisor is trust, and believe that face to face meetings allow for that trust to be built. We also enjoy the process thereafter of crafting a personalized investment strategy and sticking to it.
As far as the name, Redwood, it comes from a road trip the owner, Kelly Burke, took with friends to the Redwood Forest in Northern California. He marveled at the giant sequoias and thought they symbolized the longstanding strength that he would build his company on.