Fiduciary & Advisor
Woodard Wealth Management
Since 1999, I’ve helped navigate clients through good and bad markets towards investment success. My experience working for Fortune 500 investment firms and managing programs for banks and credit unions for more than 23 years has given me valuable insight with different investments and strategies. As an independent advisor and fiduciary, I can provide unbiased advice because I don’t have company sponsored sales goals, contests or incentives. It also gives me more time to spend with my clients listening to their needs and helping them find solutions.
Woodard Wealth Management offers a broad range of investments and services including retirement planning, growth & income portfolios, tax-deferred investing, 401k plan rollovers, small business and personal IRAs. My goal is to listen and learn about you first, so I can give you and your family thoughtful and personalized advice.
Retirement Planning • Traditional & Roth IRAs
401k & 403b Rollovers • SEP & Simple IRAs
Income Investments • Growth Investments
Stocks • Bonds • Mutual Funds • ETFs • REITs
Fixed/Index/Variable Annuities • Tax-Sheltered Investments
Securities offered through Securities America, Inc. Member FINRA/SIPC.
Advisory Services offered through Securities America Advisors Inc.
Woodard Wealth Management and Securities America are separate entities