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Woodmark Wealth Management

Reliable & Affordable. The Way Advice Should Be. 


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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
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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.

Ashley Boggs Photo

Ashley Boggs

Client Associate
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Ashley Boggs is the Client Associate of Woodmark Wealth Management. As an upcoming transfer student to the University of South Carolina Darla Moore School of Business, Ashley is currently pursuing her B.S. in Finance. Ashley is an awarded scholarship student, member of Phi Theta Kappa Honor Society, and a reoccurring recipient of Dean’s List.

 Ashley was raised in Greenville and enjoys visiting Downtown Greenville with her family. She enjoys reading, writing, and watercolor painting. Ashley has always had an interest in pursuing a opportunity in finance. 

Services

Financial Planning

A financial plan gives you a road map for handling your money in a way that cuts stress and builds security. It’s crucial for meeting goals, such as buying a house or creating a nest egg. Financial includes:

  • Budgeting
  • Cash Flow Statements
  • Investment Analysis
  • Retirement/401(k) Analysis
  • Insurance Analysis
  • Education and Savings Plan
  • Monthly Review

Investment Management

Investment management help clients reach their investment goals by using techniques such as:

  • Account Management (TD Ameritrade Custodian)
  • Asset Allocation (Stock/Bond Ratio)
  • Rebalancing
  • Equity Research
  • Buy/Sell Recommendations
  • Diversification
  • Quarterly Account Review


Getting Started is Easy

The Next Steps:

  1. Send us a message with your information
  2. Tell us how we can help you
  3. We will schedule a meeting (phone, video, in-person) with you