PA · Lower Gwynedd Township

Fiduciary advisors in Lower Gwynedd Township, PA

1 advisor with offices in Lower Gwynedd Township. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lower Gwynedd Township

Redwood Financial Advisors, LLC

★5.0(5)

Lower Gwynedd Township, Pennsylvania

Retirement Planning Investment Management

Redwood Financial Advisors is a financial planning and investment management firm based in Lower Gwynedd Township, Pennsylvania, with over 30 years of industry experience. The firm serves individuals, families, and business owners, offering retirement planning and investment management services through a team that includes Managing Partner Kevin P. McGonagle (LUTCF, 34 years of experience) and financial advisors Landon Swallow and Kieran O'Donnell. The firm emphasizes a personalized approach to financial planning and is registered with FINRA.

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Financial advisors in Lower Gwynedd Township, Pennsylvania

Advisors serving Lower Gwynedd Township specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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