A complete list of active advisors currently associated with Woodmont Financial Partners LLC

Warmer can help you find a great advisor at Woodmont Financial Partners LLC or one who fits your needs even better.

Woodmont Financial Partners LLC is a fee-only advisory firm that provides comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations or other businesses. The firm delivers written financial plans and offers ongoing, project-based, or hourly planning engagements rather than discretionary investment management. Its planning work covers retirement and estate planning, tax strategies, cash flow and debt management, business planning, and investment analysis, with recommendations informed by modern portfolio theory and a mix of passive and active fund strategies when appropriate. The firm does not manage client assets, does not accept custody, and does not exercise investment discretion; clients implement recommendations through custodians of their choice. Noteworthy aspects include the principal’s legal training and ongoing paralegal work for a law firm, disclosed as an outside business activity, and the firm’s provision of educational seminars and speaking engagements. The firm uses fixed-fee and hourly engagement models instead of percentage-of-assets fees and emphasizes work with organizational and higher-net-worth clients rather than broad retail individual households.

To learn more about the advisors currently working at Woodmont Financial Partners 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
Paulo Lopes	Mesa, AZ	2

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