Woodgreen Advisory, LLC

WoodGreen Advisory provides investment advisory services to individuals, high‑net‑worth clients, trusts and estates, and small business entities, offering asset allocation guidance, investment policy development, manager and product selection, and ongoing portfolio monitoring. The firm reports managing roughly $22.2 million in advisory assets across a small number of client relationships.

The firm uses fundamental and strategic analysis with an emphasis on asset allocation and long‑term planning, generally implementing strategies under discretionary authority. It will accept non‑discretionary accounts on a limited, accommodation basis and conducts account reviews at least annually.

Notably, the firm’s owner is licensed as an insurance agent and operates an affiliated entity through which insurance commissions may be received; this insurance affiliation is relatively uncommon among independent advisory firms and is disclosed as a potential conflict of interest, with clients under no obligation to purchase products through the affiliate. The brochure also discloses that the firm may receive a portion of fees when clients engage third‑party managers; the firm does not custody client assets and does not vote proxies on clients’ behalf.