Broker Check

240 East Renfro Street, Suite 202, Burleson, TX 76028

817.600.5959
dan@woodardwealth.com
Account View

Your Local Financial Fiduciary & Advisor in the DFW Metroplex
Sound Financial Strategy,
Rooted in the Community I Know Best

I work with individuals and families to build disciplined financial strategies.
Clear direction, local perspective, no guesswork.

Request a Consultation

What I Do
A Structured Approach From Someone Who Knows the Community

Financial planning shouldn't feel disconnected from the life you're living. That's why I combine a disciplined, analytical approach with a deep understanding of what it means to build a life in this community. I know the people here because I'm one of them, and that perspective shapes every strategy I create.

Whether you're growing a business, raising a family, or planning for the next chapter, I bring the structure and attention your goals deserve. My process is thorough, my recommendations are intentional, and my door is always open to the people who live and work here.

My Solutions
Strategies for the Real Financial Moments in Life

Start Planning for Your Future

Portfolio Management

I build and manage portfolios based on your risk tolerance, time horizon, and long-term objectives, adjusting as your life evolves.

Learn more

Retirement Planning

Whether retirement is years away or just around the corner, I'll help you build a plan designed around the life you want to live.

Learn more

Risk Management

I help identify where your financial plan may be vulnerable and put strategies in place to help you stay prepared for the unexpected.

Learn more

Estate Strategy

I work with you and your legal team to create a thoughtful plan for passing wealth to the people and causes closest to your heart.

Learn more

About My Firm
Valued Locally,
Built on Discipline

I built my practice here because this is the community I want to serve. Over the years, I've worked with families, professionals, and business owners to develop financial strategies that are as structured as they are personal. My approach is rooted in analysis and driven by your goals, not trends, not shortcuts, and not one-size-fits-all thinking. When you work with me, you're working with someone who is committed to helping you pursue the financial outcomes that matter most.

The Process
Here's What It's Like to Work Together

My process is designed to bring clarity and structure to your financial life,  starting with a simple conversation.

Step 1
Let's Review Where You Stand

I'll take a thorough look at your finances, your goals, and your risk tolerance to build a complete understanding of your current situation.

Step 2
Let's Build Your Strategy

Using what we've uncovered, I'll design a customized plan aligned with your objectives, your timeline, and the life you're building.

Step 3
Let's Keep You on Track

As your life and goals evolve, I'll provide ongoing oversight and adjustments so your strategy stays aligned with where you're headed.

Request a Consultation

My Resources
Recent Highlights

Stay informed with the latest insights and practical strategies. I share resources regularly to help you stay confident in your financial decisions.

Read More
How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.
Learn More
Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
Learn More

Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Me

I'd welcome the opportunity to sit down, learn about your goals, and show you what a structured, locally focused financial strategy can look like. No pressure, no obligation,  just a conversation.

Request a Consultation