Norwood Economics was founded to fill a need for concierge-level service at an affordable price, particularly for small to medium-size businesses. We specialize in 401(k) and Cash Balance Plans and are a 3(21) Plan Advisor. From establishing new 401(k)s to providing independent, third-party reviews of existing plans, Norwood Economics provides business owners with the support, advice, and education they need to ensure top plan performance.
We are also a low-cost, fee-only wealth management firm. As such, we never sell products for a commission. Our services include Investment Management, Financial and Retirement Planning, Estate Planning, Tax Planning, Elder Care, and Insurance Planning. Unlike many firms, our portfolios are managed by a Chartered Financial Analyst who brings over three decades of investing experience including managing a highly recognized Fund for 12 years.