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Our History

Elmwood was formed in the fall of 2012 when we realized clients needed more than just advice on their investments. 

Clients were asking for guidance and help in virtually all aspects of their personal finances, many of which do not fit into the traditional services offered by financial advisors.

Our goal is to make sure you think of us whenever a question arises, or a financial decision needs to be made. We will be there to help.

We have a wide array of clients, though there is one common element. We are all trying to navigate through our busy lives while making the best financial decisions possible. We share many of the same experiences and goals you are trying to obtain in our own personal lives. Retirement planning, saving for college, making wise investments, creating a budget, and caring for elderly parents. We draw on our own personal experience and that of having worked with hundreds of clients over our career to help set your path and solve the problems and challenges that come about over time. 

When we started our firm, we had the added benefit of being able to evaluate and implement new technology allowing us to provide clients with a higher level of service.  This also allows us to manage our business in a more efficient manner, stay small, and keep the focus on providing you great advice. We feel our client reporting, tax and financial planning software, client portal and collaboration software is all best in class. This allows us to serve you better, more frequently and provides you with the tools to keep track of where you stand. 

We welcome you to browse the rest of our website and look forward to answering any questions you may have.