A complete list of active advisors currently associated with Wood Tarver Financial

Warmer can help you find a great advisor at Wood Tarver Financial or one who fits your needs even better.

Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), employer‑sponsored plans, foundations, trusts, and charitable organizations. The firm’s team of four advisors manages approximately $489 million in discretionary assets across about 575 client relationships. The firm typically constructs portfolios guided by Modern Portfolio Theory and manages most accounts on a discretionary basis, tailoring asset allocation and securities selection to clients’ goals, risk tolerance, and time horizon. Wood Tarver may use third‑party sub‑advisors and independent managers and offers a sponsored wrap‑fee program that centralizes trading and administrative services for comprehensively managed accounts. Distinctive features include the firm’s sponsorship of a wrap‑fee program and its explicit provision of participant education and plan‑sponsor consulting for retirement plans, services that are less common among peer team firms. Managing 575 client relationships across four advisors results in a relatively high client‑to‑advisor workload compared with many peers, which the firm addresses in part through delegated independent managers and program offerings.

To learn more about the advisors currently working at Wood Tarver Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.