Financial advice for where you are

and where you want to go

We Believe

At Sherwood Financial Partners we believe that the key to financial freedom is having a plan that you can be confident in. Our goal is to partner with you to develop a personalized plan that addresses your current needs and provides a roadmap for your future. We invite you to contact us and discover the peace that comes with finally having answers to life's nagging financial questions.

How We Can Help

Financial Planning

Whether it's answering your questions or creating a comprehensive plan unique to your situation, we're here to help you build a road map for your future.

Wealth Management

We're long-term, value oriented investors who believe the best portfolio is one that meets your needs while keeping you at ease. Give us a call to learn more about how we invest.

Estate Planning

You've worked hard to build a financial legacy for your loved ones. We can help you make sure that your legacy is implemented the way you want it.

Business Law

Retirement

Wherever you're at on your retirement journey, our team can help ensure that when the time finally comes to retire, you're well prepared.

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Education Planning

As education costs continue to soar, planning ahead is more crucial than ever and our team is here to make sure you're saving for the future as efficiently as possible.

Family Law

Tax Strategy

While taxes can be the biggest detractor to performance, they don't have to be. With the right tax strategy, you'd be surprised how much you can save.

It is our deeply held belief that the best advice is personalized. We believe you deserve more than just an advisor - you deserve a partner who will be there to offer financial guidance wherever life takes you.

Recent Insights

Upcoming Events

Image by Kari Shea

Investor Conference

Our partners will be sharing their thoughts on the current state of the economy and financial markets, how generosity plays a role in our success, as well as a few tax tips. Click below to learn more and RSVP.

Virtually - 3.27.21 - 10 am PST/11 am MST