Meet Our Partners

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 grew up in Texas and Indiana before his family eventually settled in Malibu, California. There he attended Oaks Christian High School, then moved once again to Texas to study at Abilene Christian University, where he was a student manager of the university’s endowment, eventually graduating Summa Cum Laude with a Bachelor of Business Administration in Finance. Following college, he went to work as a portfolio manager at Manchester Financial. While there, he stumbled into financial planning and quickly found a passion for connecting the analytical elements of investing with the personal aspects of planning. In 2014 he left Manchester Financial to join Cedarstone Advisors as a senior advisor. There he was responsible for managing client relationships and building out systems. During his time there, he obtained a Master of Business Administration with a concentration in financial planning from California Lutheran University. It soon became clear that he had a unique vision for offering a holistic way of viewing financial planning – one that took care of the whole client. In July of 2019, Matthew co-founded Sherwood Financial Partners with Hannah Boundy with the goal of creating a client-centric firm built on the knowledge, skills, and vision he had obtained in previous roles. He currently resides in Thousand Oaks with his wife Jodi and their two dogs. He is an avid Dodgers and Lakers fan. 

  • LinkedIn - Black Circle

"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 was born and raised in Arvada, Colorado, where she spent the early years of her life before moving to Southern California to study at Pepperdine University. During her time there, she had the unique opportunity to research stakeholder theory and behavioral finance – both areas of finance that influence her today. Hannah graduated Magna Cum Laude from Pepperdine with a Bachelor of Science in international business and a minor in accounting. Following graduation, she went to work alongside Matthew Davis as a trader and analyst at Manchester Financial. Eventually, she found herself assisting in the financial planning aspects of the business and when the opportunity presented itself to continue working with Matthew and another colleague at Cedarstone Advisors, she took it. While there, she shifted her focus to the operational aspects of wealth management, gaining valuable insights into the day to day workings of a small business. On the side, she continued to learn, acquiring the CFA® designation and publishing the book A Gal's Guide to Personal Finance. In the summer of 2019, she seized upon an opportunity to build a firm committed to serving the whole client, co-founding Sherwood Financial Partners with Matthew. She is also the founder of the women's financial blog Lovely Abundance, and continues to research and write, currently focusing on the intersection between wealth and well-being. Today, she lives once again in Arvada with her husband, son, and daughter and is currently pursuing her MBA through the University of Michigan. She enjoys curling up with a good book, cooking delicious food for friends, and watching her inquisitive children learn and grow. She is not a Dodgers fan.

"I love what I do because it allows me to creatively and meaningfully help others pursue and steward the things they value with their resources. In the process, I have the great privilege of seeing wonderful legacies built and lives well lived and I cherish that aspect of my work."

  • LinkedIn - Black Circle

Addresses

2945 Townsgate Road Suite 200
Westlake Village, CA 91361

Email

info@sherwoodfp.com

Phone

805.870.5591

 

  • LinkedIn - White Circle
  • Facebook - White Circle
PledgeOneLogo Transparent (1).png

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. 
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.  

 

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEBSITE.

©2020 by Sherwood Financial Partners