With a breadth of knowledge across many disciplines, Matthew is responsible for coordinating amongst our various specialists as well as outside counsel to ensure your plan comes together seamlessly. Additionally, he is jointly responsible for managing all of Sherwood's investment strategies.


Matthew Davis
Founding/Managing Partner
Sherwood Financial Partners
United States, California, Westlake Village
About Me
Profile Information
Founding/Managing Partner
Sherwood Financial Partners
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake Village
California
United States
Feb 19, 2025
Work Experience
Sherwood Financial Partners
Founding/Managing Partner Jul 2019 - Present
Email: matthew.davis@sherwoodfp.com
Keylinks
More profiles to browse
YD
Yvonne Darby
Financial Planning Manager, Financial Planner & Client Accounts Manager
HB
Hannah Boundy
Founding/Managing Partner
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University