Sherwood Financial Partners

Co-founders Matthew Davis and Hannah Boundy direct portfolio management. Davis previously served as a student manager for Abilene Christian University's endowment and worked as a portfolio manager at Manchester Financial. Boundy holds the CFA designation and began her career as a trader and analyst at the same firm before shifting into financial planning and operations at Cedarstone Advisors.

The firm operates primarily through local referrals across North Los Angeles, Ventura, and Santa Barbara Counties. Co-founder Hannah Boundy is based in Arvada, Colorado, extending the firm's reach into the Denver metro area. Client testimonials on its website emphasize the firm's personal engagement and integrated planning approach as differentiating factors in a crowded advisory market.

Sherwood is a registered investment advisor, not a single-family office. It serves multiple clients — including individuals, high-net-worth families, trusts, and charitable organizations — from its Westlake Village and Arvada locations. Its service model, which bundles financial planning, investment management, tax preparation, and estate counseling in-house, resembles the integrated architecture of a multi-family office.

The firm's website explicitly lists a FAQ addressing this question, confirming that Sherwood does not impose a stated minimum account size. Prospective clients are encouraged to schedule a consultation to determine fit rather than meeting an arbitrary asset threshold.

Sherwood delivers financial planning, discretionary portfolio management, tax strategy, and estate counseling. The firm does not manage proprietary funds or offer brokerage execution outside its advisory relationship. Its blog posts — covering topics such as financial complexity, pre-retirement planning, and macroeconomic interpretation — signal a focus on long-term household wealth management rather than opportunistic trading or deal syndication.

Co-founder Hannah Boundy relocated to Arvada, Colorado, and operates from the firm's second location there. Team member Taylor Anderson also works from Arvada. This dual-geography setup allows Sherwood to serve clients in the Denver metro area while maintaining its Southern California core, with all advisory and planning services delivered under the same RIA registration and integrated service model.

The firm is organized as a co-founder partnership between Davis and Boundy, both of whom remain actively involved in client relationships and investment management. Sherwood has not publicly disclosed a formal succession plan. The addition of in-house legal counsel Vincent Chambers and CPA Marcie Faris suggests early steps toward building a multi-disciplinary professional team that can support continuity beyond the founders.