Woodard Wealth Management offers all-encompassing investment services for our clients. As an investment advisor and business owner, my reputation thrives on a high-level of customer satisfaction. That's one reason I put my name on my business. When my clients are truly confident in their financial stability, I have done my job. Each one of us has different needs and goals. It takes a relationship and time to put together the right strategy for each of us and to continue to manage it going forward. From growing your wealth to planning for your family's future, I am your local, experienced investment advisor. Whether you are a veteran of success or are just starting to manage your portfolio, I can help you work towards your goals and help to achieve them in 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 and schedule a meeting. Take the next step towards planning your financial future today.
Enjoy the fruits of your labor. We will help plan for your retirement and excite you for what’s to come.
At Woodard Wealth Management, we excel at creating specific investment plans for each individual, allowing all of our clients to meet their financial goals.
We believe small businesses are the backbone of America. At Woodard Wealth Management, we do our utmost to help your business thrive.
I have been helping retirees and investors since 1999. As an investment professional, I have gone through the crash of 2000-2002 as well as 2008. I have experience with multiple firms and I enjoyed being the Senior Investment Services Manager for EECU Credit Union for 15 years. I have also been awarded the DFW area Five Star Wealth Manager Award (featured in Texas Monthly) for 2012, 2013, 2015, 2017 and 2018. I founded an independent investment firm because it allows me to focus on my clients and be able to spend plenty of time with them to discuss their needs and look for solutions.
I was born in Fort Worth, TX on Carswell Air Force Base and I grew up and live in Burleson. I married my best friend in 1999 and we were blessed a daughter in 2002. We all love spending time together, with friends and the rest of our family. We laugh often, travel when we can and are each others biggest supporters. I love music (I'm a drummer), sports (especially basketball), going new places, good movies and trying new things. I have a biblical worldview and I seek to apply those principles in my counsel and decisions. I attend FBC Burleson where I am involved in music, help teach youth and serve as a lifegroup leader. I am thankful for a career that I enjoy and that allows me to help others.
The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 15% of 1,102 wealth managers in the Austin, San Antonio and Central Texas area in 2018. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional's consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client's evaluation. The Five Star award is not indicative of the wealth managers' future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm.
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.