A complete list of active advisors currently associated with Woodfield Financial Advisors, Inc.

Warmer can help you find a great advisor at Woodfield Financial Advisors, Inc. or one who fits your needs even better.

Woodfield Financial Advisors provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages roughly $230 million for several hundred client relationships and offers services that include portfolio management, retirement and estate planning, education funding, insurance reviews, and cash‑flow and tax planning. The firm typically builds portfolios around an agreed asset allocation derived from an initial interview and written risk questionnaire, implements investments across mutual funds and ETFs, and rebalances semi‑annually while monitoring client reaction to market movements. It offers both ongoing discretionary management and one‑time or limited‑scope planning engagements (hourly or single‑fee), providing written evaluations, net worth statements, and periodic account reviews. Compared with many peers, the firm both sells insurance products and discloses it may earn commissions on those sales, and it conducts detailed insurance planning and implementation as part of its practice. It has also created a DBA focused on serving individuals who inherit $1,000,000 or more and recently implemented a succession plan that allocated minority ownership stakes to senior staff, features that are less common among similarly sized supported firms.

To learn more about the advisors currently working at Woodfield Financial Advisors, Inc., 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.