Springwood Financial Advisors

Overview

Springwood Financial Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm works primarily with individual and family clients, offering a mix of financial planning and portfolio management services across private and small-business clients as well as for businesses or institutions. Its service menu, as described in regulatory filings, includes financial planning, discretionary and non‑discretionary portfolio management, and pension consulting work. Compensation formats include percentage-of-AUM fees plus the option for hourly or fixed-fee engagements. The firm identifies as an active ESG investor and does not operate as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices