Woodward Financial Advisors
Financial Service
Why pick this one
Woodward Financial Advisors provides ongoing financial planning and investment management through a fiduciary, multi-advisor team.
Best for
- people approaching retirement
- retirement income and account drawdown planning
- clients managing taxes, insurance, cash flow, and estate planning together
- Social Security and workplace benefits decisions
- Clients seeking evidence-based portfolio management
- People seeking an ongoing advisory relationship
Look elsewhere if
- hourly financial advice
- project-based financial planning
- one-time investment consultations
Specialties
- ongoing financial planning
- investment management
- retirement transition planning
- Social Security planning
- tax burden optimization
- estate legacy planning
- insurance risk evaluation
- workplace benefits planning
- evidence-based portfolio construction
Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
What makes them different
- Fiduciary firm that states it puts client needs first
- Client advisory teams include multiple Wealth Advisors familiar with each client's circumstances
- Collaborates with clients' tax professionals and estate planning attorneys
- Builds portfolios using academic research and evidence rather than fads and marketing
- Offers ongoing financial planning and investment management but not hourly or project-based engagements
Distilled from this business's own website.
Contact & Location
- Address
- 1504 E Franklin St Ste 105, Chapel Hill, NC 27514-2820
- Phone
- 19199292495
- Website
- https://www.woodwardadvisors.com
Services
- financial planning
- investment management
- retirement planning
- tax planning
- estate planning
- insurance planning
- Social Security planning
- workplace benefits planning