Let Us Be The CFO of Your Life
>16
Years of
advisory experience
>$1.8B
In assets administered
or managed
>850
Households served
Fee-only
We won’t gouge you with fees, and you’ll have several cost-effective ways you can work with us.
Jargon-free
We won’t bore you or try to confuse you with fancy financial terms. We’ll always give it to you straight.
Planning for your busy lifestyle
You’ll have access to your accounts, including performance metrics, 24/7. And, you can choose to work with us 100% virtually.
You will receive the same advice we would give to our own family members at all times. Check out our signed Oath here.
Advisors Built for You
Millionaire-level Advising Becomes Affordable
We’re not your grandpa’s financial advisors. We bring millionaire-level expertise at affordable rates everyone can afford.
It’s Your
Retirement.
If Not Now, When?
The future will be here before you know it.
The biggest mistake investors make is to give in to procrastination. Don’t be that person.
© 2021 Woodson Wealth Management and Consulting Inc. All rights reserved.