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Woodmark Wealth Management

Reliable & Affordable. The Way Advice Should Be. 


Get Started

 

Plan. Invest. Grow. 



Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary plan to succeed.

Modern Tools

By collaborating with clients, we provide them with easy-to-use technology and help them  invest with minimal effort.

Clear Vision & Direction

We specialize in providing planning and investment services for clients seeking financial freedom and security.

Investing Made Simple

"Financial Planning isn't just for the wealthy, but for those who want to get there."


We succeed by providing reliable advice at an affordable cost. At Woodmark, our goal is to help our clients become more financially efficient, and help them live their lives with financial freedom.

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication.  We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process. Take a look at the fiduciary oath that our advisors sign:

Fiduciary Oath


Your Woodmark Team


Daniel Milks, CFP® Photo

Daniel Milks, CFP®

Founder & CEO
Read Bio

Daniel Milks is the Founder & CEO of Woodmark Wealth Management. A graduate of Clemson University where he earned his B.S. in Management with a minor in Financial Management, he began his career in the wealth management industry in 2014. Daniel went through the rigorous training to become a Certified Financial Planner™, and shortly after founded Woodmark. 

As a Greenville native, Daniel is heavily involved in the community. He loves spending time with family and friends, and he has a passion for helping others.

Plans & Pricing

 Beginner

$50/month

For individuals who want help getting started but don't qualify for the Professional plan.

*Requires opening investment account at 1% AUM fee

  • Personal Financial Representative
  • Financial Plan
  • Cash Flow Statement
  • Budgeting
  • Goal Development
  • Retirement Plan/401(k) Analysis
  • Insurance Analysis
  • Education Savings Analysis
  • Annual Reviews

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Professional

1% AUM Fee

You've worked hard to get here. We'll make sure you can enjoy it with confidence.

*Account Minimum Balance: $50,000

  • Dedicated Certified Financial Planner™
  • Investment Management
  • Custom Financial Plan
  • Cash Flow Statement
  • Budgeting
  • Goal Development
  • Retirement Plan/401(k) Analysis
  • Insurance Analysis
  • Education Savings Analysis
  • Business Financial Analysis
  • Semi Annual Reviews

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Consultation

$100/month

For those who want to keep their accounts elsewhere, but still consult a professional.

*No account opening required

  • Personal Financial Representative
  • Financial Plan
  • Cash Flow Statement
  • Budgeting
  • Goal Development
  • Retirement Plan/401(k) Analysis
  • Insurance Analysis
  • Education Savings Analysis
  • Annual Reviews

LEARN MORE

Getting Started is Easy

The Next Steps:

  1. Send us a message with your information
  2. Tell us what plan best describes you (No payment required until services begin)
  3. We will schedule a meeting (phone, video, in-person) with you

Schedule a Meeting