Sherwood Financial Partners

What Sherwood Financial Partners does

Sherwood Financial Partners, LLC is a fee-only Registered Investment Advisor founded in 2019 by Matthew Davis and Hannah Boundy. The firm provides integrated wealth management to high net worth individuals with $1.5 million or more in investable assets, drawing on an in-house team of advisors, a CPA (Marcie Faris), and a General Counsel (Vincent Chambers) to deliver financial planning, investment management, tax strategy, and estate counseling under one roof. Its stated differentiator is a "Living Legacy" planning philosophy that connects portfolio strategy, tax optimization, and estate transfer to client values and multi-generational goals. The firm serves approximately 83 households across more than $300 million in assets under management, supported by an 8-person team of credentialed professionals and operates from Westlake Village, California with a second office in Broomfield, Colorado.

The primary revenue mechanism is a 0.8% annual fee on assets under management, with supplementary hourly consulting rates ($250/hour for existing asset-management clients on tax preparation; $500/hour for non-asset-management clients on financial planning and tax preparation). The firm accepts no commissions, aligning advisor economics with client AUM growth. Technology is built entirely on third-party platforms: industry-standard financial planning software, Schwab Alliance for client account access, and Schwab Intelligent Portfolios for a robo-advisor-style investment option; no proprietary technology platform is disclosed.

The go-to-market model is sales-led and relationship-driven, combining introductory discovery via an online quiz, in-person or phone consultations at the firm's offices, and ongoing annual reviews supplemented by client appreciation events and educational outreach through blogs, LinkedIn, Facebook, and Pepperdine University presentations. Customer acquisition relies primarily on referrals and community engagement rather than performance marketing or paid acquisition, with growth concentrated in two regional markets (Southern California and Colorado Front Range) plus nationwide remote advisory capacity.

Name

Sherwood Financial Partners

Legal name

Sherwood Financial Partners, LLC

Website

https://sherwoodfp.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Sherwood Financial Partners is a fee-only Registered Investment Advisor founded in 2019 that provides integrated financial planning, investment management, tax strategy, and estate counseling to high net worth households with $1.5M+ in investable assets, serving 83 households with $300M+ in AUM across Westlake Village, CA and Broomfield, CO offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Estate planning counseling
• Tax strategy services

Headquarters

HQ city

Westlake Village

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Assets Under Management (AUM) Fee: The primary revenue stream is a 0.8% annual fee charged on assets under management. This fee includes ongoing financial planning services, estate and tax consulting, and investment management. In limited cases, the fee may be reduced due to asset-level or services provided. The firm does not receive commissions, aligning advisor objectives with client interests.
2. Hourly Consulting: A-la-carte hourly consulting services for non-asset-management clients and additional services. Tax preparation charged at $250/hr for asset-management clients. Financial planning and tax preparation each at $500/hr for non-asset-management clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Sherwood Financial Partners is a fee-only Registered Investment Advisor providing integrated wealth management services to high-net-worth individuals and families with $1.5M+ in investable assets. Core offerings include Financial Planning, Investment Management, Estate Counseling & Wealth Transfer, and Tax Strategy, coordinated through in-house CPA and attorney expertise and supported by Schwab custody and portfolio management tools.

Product overview

Sherwood Financial Partners is a registered investment advisory firm offering an integrated suite of wealth management services. The core offering consists of four interconnected service lines: Financial Planning (providing personalized roadmaps for retirement, life transitions, and savings), Investment Management (portfolio construction and trading optimization across diversified asset classes), Estate Counseling and Wealth Transfer (estate review and multi-generational planning with in-house legal support), and Tax Strategy (tax preparation and optimization with year-round consulting from an in-house CPA). The firm emphasizes holistic, coordinated advisory services where these four disciplines work in concert to align every aspect of a client's financial life. The firm serves clients with $1.5M+ in investable assets, charging a 0.8% annual fee on assets under management plus hourly rates for specific services.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service for high net worth individuals and families, including personalized financial roadmaps, retirement strategy, divorce and life transitions support, saving and spending management, and education planning, with ongoing advisory support.
• Investment Management Portfolio management service providing investment strategy, market research, manager due diligence, and trading optimization, featuring diversified, long-term investment strategies across major asset classes using an active/passive approach tailored to each client's risk tolerance.
• Estate Counseling and Wealth Transfer Estate planning service covering estate review, executor and trustee assistance, asset transfer optimization, and next-generation preparation, supported by an in-house attorney for legal document review and trust management.
• Tax Strategy Tax planning and preparation service featuring tax consulting and optimization, tax preparation, tax projection planning, and charitable giving approaches, delivered by an in-house CPA providing year-round personalized tax advice.
• Hourly Financial Planning and Tax Consulting A-la-carte hourly consulting services for clients who do not engage Sherwood for asset management. Tax preparation is charged at $250/hr for asset-management clients and $500/hr for non-asset-management clients; financial planning is charged at $500/hr for non-asset-management clients.

Quantifiable outcome

• $300M+ in assets under management stewarded for 83 households and 90 individuals helped navigate retirement

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered community and core.

• James StorehousecommunityOthersLocated in Newbury Park, CA, James Storehouse is a non-profit supporting foster children and their families by providing clothing, spaces for visitation, life skills, and mentoring. Sherwood team members support this organization as part of their community giving initiative.
• The Haven ImpactcommunityOthersLocated in the Denver metropolitan area, The Haven Impact offers immediate relief and practical support to foster families through delivering care packages, meals, and heartfelt encouragement within 48 hours of a request. Sherwood supports this organization in areas they serve.
• Dry BonescommunityOthersDry Bones provides companionship to teens and young adults in downtown Denver experiencing homelessness. By offering community and belonging, staff members provide an alternative narrative of meaning and self-worth. Hannah Boundy serves on the Board of Directors.
• Pepperdine UniversitycommunityOthersWith a mission to strengthen students for lives of purpose, service, and leadership, Pepperdine contributed to Sherwood's belief that success creates obligation to do good. Many team members are Pepperdine alumni. Hannah Boundy serves on the Business Advisory Council of Pepperdine University's Seaver College.
• Schwab AlliancecoreTechnology or IntegrationSchwab Alliance provides the technology platform for Sherwood's client login portal. Clients access their accounts through Schwab Alliance login. Additionally, Sherwood offers Intelligent Portfolios through Schwab for investment management.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Wealth Enhancement Group: National wealth management firm providing financial planning, investment, and tax services to HNW individuals and families. Directly comparable service mix and HNW client focus, with significantly larger scale and a roll-up acquisition strategy that could position it as a future acquirer of firms like Sherwood.
• Carson Wealth: National wealth management firm offering financial planning, investment management, and tax services to HNW individuals. Comparable service model and client segment to Sherwood, with a much larger advisor network and corporate infrastructure.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering financial planning, investment management, and retirement-focused advice across a broad client spectrum. Comparable to Sherwood in fiduciary, fee-based advisory model, though Edelman's scale, hybrid digital offering, and broader client minimums contrast with Sherwood's boutique HNW focus.
• Mercer Advisors: Large-scale national RIA serving HNW and ultra-HNW clients with integrated financial planning, investment management, and tax services. Directly comparable to Sherwood in target market and service model, but operates at materially greater scale across multiple U.S. offices.
• Focus Financial Partners affiliates (e.g., Buckingham Wealth Partners): Buckingham Wealth Partners is a Focus Financial-affiliated RIA providing comprehensive wealth planning, investment management, and tax strategy to HNW individuals. Shares Sherwood's holistic, fee-only advisory model and HNW target segment, but operates within a large partnership network providing back-office scale Sherwood lacks.

Direct peers

• True Wealth Design: Boutique, fee-only RIA providing financial planning and investment management to HNW individuals and families. Closely comparable to Sherwood in size, fee-only model, and personalized service orientation, serving as a near-direct competitive peer in the boutique HNW segment.
• Halbert Hargrove: Long-standing independent, fee-only RIA based in California serving HNW individuals and families with comprehensive financial planning, investment, tax, and estate services. Closely comparable to Sherwood in geography (Southern California roots), fee-only fiduciary model, integrated multi-disciplinary offering, and HNW target market.
• Moneta Group: Independent, fee-only RIA serving HNW families with integrated financial planning, investment management, tax, and estate planning services. Highly comparable to Sherwood in business model, target client (HNW households), and integrated multi-disciplinary offering, though operating at substantially larger AUM scale.

Emerging players

• Facet Wealth: Hybrid digital RIA combining technology with CFP®-led financial planning for HNW and mass-affluent clients. Adjacent peer sharing Sherwood's fee-based financial planning approach, but differentiated by a digital-first delivery model that could compete for younger HNW clients as Sherwood's existing base transitions generations.
• SageView Advisory Group: Independent RIA offering financial planning, investment, and retirement advisory services to corporate executives and HNW individuals. Comparable to Sherwood in target segment and fee-based advisory approach, though with a stronger corporate-executive and equity-compensation specialization.

Market position

Strengths2 records

Weaknesses1 record

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/sherwoodfp
• LinkedInlinkedin.com/company/sherwood-financial-partners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sherwood Financial Partners