AI Profile
Financial Advisors · San Rafael, CA
Serves San Rafael and Marin County, CA
Last Crawled by AI
June 2, 2026
AI Platforms
5 monitoring
Updated by Lantern
April 21, 2026
Redwood Grove Wealth Management is a boutique financial life planning firm in San Rafael specializing in comprehensive financial planning and evidence-based investment management for busy families and independent women. Led by advisors with over 15 years of investment experience, they provide fee-only advisory services that align clients' investments with their life goals while emphasizing sustainable and socially responsible investing. Their approach combines academic research with personalized financial roadmaps, plain-English explanations, and ongoing accountability to help clients achieve financial peace of mind.
Fee-Only Model
Evidence-Based Investing
Values-Aligned Investing