A complete list of active advisors currently associated with Woodland Investment Consulting LLC

Warmer can help you find a great advisor at Woodland Investment Consulting LLC or one who fits your needs even better.

The firm provides discretionary portfolio management and integrated financial planning primarily for individual investors and pension plans, including defined-contribution plans. It also offers pension consulting services and negotiates consulting engagements tailored to plan clients. The firm follows a value-oriented, relatively low-risk investment approach that emphasizes broad diversification across stocks, high-quality bonds, ETFs and mutual funds and a focus on income and capital preservation. Holdings are generally long-term, the adviser avoids margin, short selling and options, and will increase allocations to cash equivalents and fixed income when equities appear overvalued. The practice is atypical among solo independent advisers in that it combines individual account management with pension consulting and administration for defined-contribution plans, services that a minority of peers provide. Its client roster is small (42 clients) with roughly $32 million in assets under management as of June 30, 2024, implying higher average account sizes and relatively limited work with lower‑asset individuals, and the principal’s multi‑decade institutional retirement experience and longstanding CFA credential inform an institutional-style investment process.

To learn more about the advisors currently working at Woodland Investment Consulting LLC, 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.

Name	Location	Years of experience
Steve Ng	Boston, MA	18

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