A complete list of active advisors currently associated with Woodland Wealth Advisors

Warmer can help you find a great advisor at Woodland Wealth Advisors or one who fits your needs even better.

Woodland Wealth Advisors is a registered investment adviser that provides ongoing, discretionary portfolio management to individual clients. The firm’s brochure states services are tailored through client discussions and questionnaires to document goals, time horizon, tax status, and risk tolerance; it does not offer financial planning or tax preparation services. The firm emphasizes an income‑oriented approach that combines long‑term stock and ETF positions with covered‑call and related options strategies (executed weekly or monthly) to generate premium income while seeking capital preservation, and may also use mutual funds and fixed income depending on client profiles. Woodland uses a mix of fundamental, technical, charting, cyclical and quantitative analysis and requires discretionary authority to implement its investment decisions. Compared with many supported firms, Woodland operates at a relatively small scale — its ADV reports about $10.3 million in discretionary assets across a small number of clients — and while the brochure lists high‑net‑worth individuals as a client type, the firm’s asset and client profile suggests a predominantly smaller individual client base rather than a heavy HNW concentration. The firm also requires custody with Schwab Institutional, applies the same options strategy to its own accounts (with policies to avoid trading ahead of clients), does not participate in wrap programs, and does not accept performance‑based fees.

To learn more about the advisors currently working at Woodland Wealth Advisors, 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.