A complete list of active advisors currently associated with Woods Advisory Services LLC

Warmer can help you find a great advisor at Woods Advisory Services LLC or one who fits your needs even better.

Woods Advisory Services LLC provides personalized, fee-only financial planning and asset management to individuals, families, trusts, charitable organizations, pensions, and corporations. The firm operates with a single principal and manages roughly $27 million in client assets across a relatively small client base, delivering integrated planning and ongoing portfolio oversight. The firm emphasizes a long-term, asset-allocation driven investment approach implemented primarily on a discretionary basis, favoring low-cost vehicles such as index funds and ETFs and a disciplined process that narrows investable options to a limited universe. Financial planning is the starting point for portfolio decisions, and the firm routinely combines planning and asset management while, where appropriate, involving multiple generations in family planning discussions. A distinctive feature is that the firm’s principal is a Certified Public Accountant who also operates an affiliated accounting and tax practice, so clients may be offered tax and accounting services in addition to advisory services — a relationship the brochure discloses as a potential conflict of interest. The firm notes mitigation steps (disclosure and client choice of providers) and places explicit emphasis on tax-related issues, financial-statement analysis, and cost-focused security selection, which is less common among similar advisory practices.

To learn more about the advisors currently working at Woods Advisory Services 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.