Financial advice is only as good as the advisors behind it. 

Our team is committed to providing you the highest standards of care through pursuing and maintaining the most respected credentials in the industry. Learn more about our partners and why they do what they do below.

Matthew Davis, CFP®

Matthew holds a Bachelor of Business Administration in financial management from Abilene Christian University where he graduated Summa Cum Laude and a Master of Business Administration with a concentration in financial planning from California Lutheran University. Matthew co-founded Sherwood Financial Partners with Hannah Boundy in 2019. He lives in Thousand Oaks with his fiancée Jodi and their two puppies. He is an avid Dodgers and Lakers fan.

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"By helping families articulate and prioritize their goals, it is incredibly rewarding to see the transformative impact of achieving financial peace. My hope is to help create a firm that institutionalizes caring in combination with investing and financial planning acumen in a way that will give our clients the confidence and freedom to have a greater impact on their own communities." 

Hannah Boundy, CFA®, CFP®

Hannah holds a Bachelors of Science in international business with a minor in accounting from Pepperdine University where she graduated Magna Cum Laude. She is the founder of the women's financial blog Lovely Abundance and the author of the book A Gal's Guide to Personal Finance. She resides in Arvada, Colorado where she enjoys life with her wonderful husband, son, and daughter. She is an avid Rockies fan. 

"I love what I do because it allows me to help others answer the question "what is enough?" I've found that being able to answer that question has a profound impact on our ability to pursue contentment and ultimately find peace. Not only that, but I continually get to brainstorm new ways to better educate and serve our clients and for me, being able to serve others in both tangible and intangible ways is incredibly fulfilling."

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Addresses

2945 Townsgate Road Suite 200
Westlake Village, CA 91361

Email

info@sherwoodfp.com

Phone

805.870.5591

 

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CONTACT US

Sherwood Financial Partners, LLC (“Sherwood”) is a registered investment adviser located in Westlake Village, California.  The publication of Sherwood’s website on the internet should not be construed by any consumer or prospective client as Sherwood’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.   The information on this Internet site should not be construed as the provision of personalized individual advice from Sherwood.    

A copy of Sherwood’s written disclosure statement as set forth on Form ADV, discussing Sherwood’s business operations, services, and fees is available upon written request.  Sherwood does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. 
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