A complete list of active advisors currently associated with Woodward Financial Advisors, Inc.

Warmer can help you find a great advisor at Woodward Financial Advisors, Inc. or one who fits your needs even better.

Woodward Financial Advisors provides discretionary investment management, financial planning, and wealth management services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans, and it also offers occasional educational seminars. As a registered investment adviser and fiduciary, the six‑advisor team manages approximately $641.48 million in client assets for about 203 clients. The firm builds customized portfolios using primarily low‑cost mutual funds, ETFs and bonds, will retain legacy positions for tax or fit reasons, and generally pursues long‑term strategies while executing shorter‑term trades when client needs or market conditions warrant. WFA’s research and portfolio decisions draw on a mix of fundamental, technical and cyclical analysis, with continuous monitoring and formal reviews conducted at least annually. Distinctive features include a concentrated asset base — a relatively large amount of assets per client and per advisor for a small team — and that all reported assets are managed on a discretionary basis. The firm maintains institutional relationships with both Charles Schwab and Fidelity and receives software and related economic benefits from those custodians (while not participating in soft‑dollar programs), and it documents and monitors personal trading and conflicts through a Code of Ethics overseen by its compliance function.

To learn more about the advisors currently working at Woodward Financial Advisors, 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.