Kyle D. Green, CFP
®





My family moved to Sherwood in 2019, and from the moment we became members of the Sherwood community, it has felt like home. Originally from Erie, Pennsylvania, I earned my bachelor’s degree in Personal Financial Planning from Edinboro University. In 2020, I became a CERTIFIED FINANCIAL PLANNER™ professional, a designation that represents the culmination of my ongoing education, and my commitment to maintaining an ethical practice. That same year, Magpie Investment Services was launched, and in 2025, was renamed to Sherwood Wealth Management to better reflect my commitment to the community I love.
Beyond my work as a financial planner, I’m proud to serve as a board member of the Sherwood Chamber of Commerce and as a substitute teacher in my local community. These roles allow me to contribute in meaningful ways, supporting local businesses, families, and future generations.
As the owner of Sherwood Wealth Management, my approach is rooted in transparency, education, and personalized care. I believe clients make their best decisions when they’re empowered with knowledge and supported by a clear plan. If you’re ready to bring clarity and confidence to your financial journey, I invite you to connect with me and start building your plan today.
The values most important to me are honesty, kindness, and trust. Whether in the classroom, at a Chamber event, or meeting with a client, I aim to bring a genuine and thoughtful approach to every interaction.
Kyle D. Green, CFP

®


SHERWOOD
-Wealth Management-
Sherwood Wealth Management was founded in 2020 with a simple but important mission: to empower clients to make informed, financial decisions. Originally launched as Magpie Investment Services, the firm was renamed in 2025 to reflect a deeper commitment to my local community.
As a fiduciary firm, Sherwood Wealth Management is dedicated to putting clients first. Every plan and investment strategy is built around your unique goals, values, and circumstances. Whether it’s planning for retirement, funding education, managing investments, or navigating life’s transitions, I provide you with the tools and guidance you need to make informed decisions with confidence.
Rooted in Sherwood, Oregon, I believe financial planning isn’t just about numbers - it’s about people, families, and communities. That’s why my approach is grounded in education, transparency, and personalized care. I believe clients make their best decisions when they're empowered with knowledge and supported by a clear plan. If you are ready to bring clarity and confidence to your financial journey, I invite you to connect with me and start building your plan today.




