WELCOME!
Woodard Wealth Management offers all-encompassing investment services for our clients. As financial advisor and fiduciary, I strive for a high-level of customer satisfaction. When my clients are truly confident in their financial well-being, I have done my job. All of us have different needs and goals. It takes transparency, a personal relationship and time to put together a suitable strategy and to continue to manage it going forward. From planning your retirement to working toward growing your personal wealth to planning for your family's future, I am your local, experienced advisor & fiduciary. Whether you are a veteran of success or are just starting your investing journey, I can help you work towards your goals and help to pursue them over time. If you're retiring, changing jobs, been laid off or let go, you need to explore your choices to be able to make smart, informed decisions. Please call my office today and schedule a free consultation. Don't waste more time just thinking about it. Start planning your financial future today.
RETIREMENT PLANNING
Enjoy the fruits of your labor. We will help plan for your retirement and excite you for what’s to come.
INVESTING
At Woodard Wealth Management, we excel at creating specific investment plans for each individual, allowing all of our clients to pursue their financial goals.
BUSINESS PLANNING
We believe small businesses are the backbone of America. At Woodard Wealth Management, we do our utmost to help your business thrive.
MEET DAN
Since 1999, I have worked with clients through various markets helping them navigate towards successful investing. I have managed investment programs for several financial institutions including Charles Schwab and Edward Jones, and now as a fiduciary and financial advisor. These opportunities have given me valuable experience with different types of investments and allowed me to see multiple points of view. In 2018, I opened my own firm in my hometown of Burleson as it allows me to spend as much time as needed finding strategies for clients listening to their specific goals, needs and concerns. As a financial advisor & fiduciary, I don't receive bonuses or other incentives for selling one particular product or brand over another.
I'm a local boy - born in Fort Worth, TX on Carswell Air Force Base and raised in Burleson, TX. I am blessed to be the husband to an incredible woman, Dannette, my best friend and also father to a remarkable daughter currently attending Baylor University. Sic em' Bears! We love spending time together with family and friends. We laugh often, travel when we can and are each other's biggest supporters. When I can, I love playing the drums, sports (especially basketball, football & golf) traveling, hiking, movies and trying new things. I am a Christ follower with a biblical worldview and I seek to apply those principles in my business and every day decisions. I am a member of Christ Chapel Bible Church South where I am involved in the men’s bible study, a great lifegroup and teaching and discipling young men. I am thankful for a career that I enjoy and that allows me to help others.
OUR GOALS
I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.