Strategic Expertise for Growing Businesses
Rosewood Advisors provides specialized consulting across two core verticals: financial advisory services and technology consulting. Choose your path to unlock your business potential.
Financial Consulting
Strategic financial expertise including bookkeeping, FP&A, fractional CFO services, and business advisory. Unlock financial clarity and drive performance with data-driven insights.
Technology Consulting
Applied AI consulting, automation solutions, and data pipelines. We started building tech for ourselves, then clients discovered our capabilities, and now everyone wants these services.
Why Two Verticals?
Our journey began in 2018 with financial consulting, helping businesses gain clarity through data-driven insights. In 2023, we began building technology solutions for our own operations. When clients discovered we had highly experienced staff who could research, scope, design, and implement comprehensive solutions, they wanted these same capabilities. By 2025, technology consulting became a full vertical as demand grew rapidly.
Expert Leadership
Drew leads business growth and client relationships across both verticals
Financial Foundation
6+ years of proven financial expertise and client success
Technology Evolution
Natural expansion driven by client demand and market opportunity