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.
By collaborating with clients, we provide them with easy-to-use technology and help them invest with minimal effort.
We specialize in providing planning and investment services for clients seeking financial freedom and security.
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:
For individuals who want help getting started but don't qualify for the Professional plan.
*Requires opening investment account at 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
For those who want to keep their accounts elsewhere, but still consult a professional.
*No account opening required
