Springwood Financial Advisors is an independent registered investment advisory firm based in Dallas, but serving clients nationwide. We enjoy working with a diverse clientele, including active and retired corporate executives, widowed/divorced women, 401(k) plans, and multi-generational families.
Think of Springwood as your Personal CFO. We work only for you, not for a fund company or other product provider. We guide you through the many decisions you face related to money, investing, retirement, estate planning, taxes, insurance and philanthropy. Unlike many advisors who can only address specific financial products (that they may sell on a commission basis), we take a holistic approach that reflects the interconnections between the many parts of your financial life.
As a registered investment advisor, we are legally bound to the fiduciary standard, meaning we must work in the best interest of clients in every situation.