facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Woodmark Wealth Management

Reliable & Affordable. The Way Advice Should Be. 


Get Started

 

As an endorsed SmartVestor Pro, we follow Dave Ramsey’s common-sense approach to investing and debt control.  SmartVestor Pros go through an interview process with the Dave Ramsey team before they are selected for the program. 

SmartVester Pros believe in debt reduction, investing for the long-term, and creating and keeping cash reserves.  SmartVestor Pros commit to all clients both big and small.  They also help educate the client on the whole investment process as well as financial and retirement planning.


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.

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
  • Annual Reviews

Investment Management

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

  • Asset Allocation (Stock/Bond Ratio)
  • Rebalancing
  • Equity Research
  • Buy/Sell Recommendations
  • Diversification


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