A complete list of active advisors currently associated with Woodmont Advisory Group, Inc.

Warmer can help you find a great advisor at Woodmont Advisory Group, Inc. or one who fits your needs even better.

Woodmont Advisory Group provides discretionary portfolio management to a mix of clients, including individual investors at both non‑high‑net‑worth and high‑net‑worth levels, as well as institutional retirement and corporate plans. Its management services are delivered through allocations to ETFs, no‑load open‑end index and managed funds, with custody maintained at major custodians. The firm follows a strategic asset allocation process based on market probability indicators—such as stock market psychology, valuation, monetary conditions, and trend—and uses both fundamental and technical analysis to select and monitor investments. Portfolios emphasize equity exposure, periodic rebalancing, and ongoing risk/return monitoring, with the ability to include foreign securities and alternative categories when appropriate. Notably, Woodmont manages institutional retirement accounts (ERISA/401(k)/SEP) alongside a substantial retail client base and operates under a percentage‑of‑assets fee model, reporting $91,866,028 in discretionary assets under management as of December 31, 2025. The firm participates in institutional custody programs with Schwab and Fidelity and uses soft‑dollar research arrangements, and it does not act as or sponsor a private fund adviser.

To learn more about the advisors currently working at Woodmont Advisory Group, 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.