A registered investment advisor delivering institutional-grade expertise
with the personal dedication of a trusted partner.
Deerwood Capital is a Registered Investment Advisory firm with deep expertise in investment management, employee benefits, retirement planning, and insurance solutions. Our partners have served national, regional, and local firms — bringing institutional-grade resources to every client relationship.
We believe the best financial advisory looks a lot like having a trusted internal stakeholder in your corner. We are available, transparent, and fully invested in your outcomes — not just your portfolio.
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"Own Your Future."
From retirement planning and investment management to employee benefits and insurance, we provide a full spectrum of advisory services tailored to individuals and businesses.
Personalized investment strategies aligned with your goals, risk tolerance, and time horizon — managed with a fiduciary commitment to your best interests.
Expert 401(k) plan design, administration, and ongoing management for employers — reducing fiduciary risk while maximizing participant outcomes.
Direct ownership of individual securities in customized portfolios — offering transparency, tax efficiency, and institutional-grade money management.
Comprehensive employee benefits consulting and group insurance solutions through Beng Benefits — helping employers attract and retain top talent.
Comprehensive retirement income strategies — from accumulation and Social Security optimization to distribution planning and legacy goals.
Life, disability, and group insurance analysis — ensuring your protection strategy matches your financial plan without over- or under-insuring.
Take the first step. Schedule a complimentary consultation and let's talk about where you are, where you want to be, and how Deerwood Capital can help bridge that gap.
Schedule Your Free ConsultationWe are legally and ethically required to act in your best interest — not a commission. There are no hidden incentives, just objective advice.
We act as if we were your internal stakeholder. You'll have direct access to your advisor — not a call center — when it matters most.
Our process is built on rigorous analysis and a data-driven approach — saving you time and enhancing the value of every decision.
Our advisors bring experience from national, regional, and local firms — with board-level participation in insurance carriers and nonprofits.
Our team has served on multiple organization boards — including national insurance carriers and nonprofits — bringing a perspective that extends well beyond portfolio management.
We're proud of the relationships we build and the results we deliver. Client stories coming soon.
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— Client Name, TitleWhether you're an individual planning for retirement, a business owner looking for employee benefits, or an employer seeking a 401(k) partner — we're here to help. Reach out and we'll respond promptly.
We're building a powerful, secure client portal — your private hub for financial protection, document vaulting, and real-time insights. Be the first to access it when we launch.
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Powered by AI. Enter your numbers, get a personalized analysis in seconds — no sign-up required.
Adjust the sliders and click Calculate to see your personalized life insurance analysis.
Adjust the sliders and click Analyze to see your retirement readiness score and projection.
Enter your income and expenses to see your disability protection gap and recommendations.
Enter your vehicle and policy details to see a coverage analysis and cost benchmark.
These calculators provide general educational estimates only and do not constitute financial, insurance, or investment advice. Results are based on inputs you provide and general industry rules-of-thumb. Consult a licensed Deerwood Capital advisor before making any coverage or investment decisions. Deerwood Capital is a Registered Investment Advisor.
Market insights, financial education, polls, and video updates — curated by the Deerwood team. Updated regularly. Also published on the Deerwood client portal.