WELCOME!
Woodard Wealth Management offers all-encompassing investment services for our clients. As an independent advisor and fiduciary, my reputation thrives on a high-level of customer satisfaction. When my clients are truly confident in their financial stability, I have done my job. All of us have different needs and goals. It takes trust, a personal relationship and time to put together the right strategy and to continue to manage it going forward. From planning your retirement to 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 achieve 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 meet 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 both good and bad markets to help them navigate towards successful investing. I have managed investment programs for financial institutions and I have worked for Charles Schwab and Edward Jones. This has given me valueable experience with different styles of investing and has helped me see multiple points of view. I decided to found an independent advisory firm because it allows me to spend as much time as needed with my clients to listen to their needs and concerns and help them look for solutions. As an independent advisor & fiduciary I don't participate in contests and I am not offered trips or other incentives.
I was born in Fort Worth, TX on Carswell Air Force Base and I grew up and live in Burleson, TX. I am blessed to be the husband to an incredible woman and my best friend as well as 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 others biggest supporters. I love music (I'm a drummer), sports (especially basketball, Go Mavs!), going new places, good movies and trying new things. I am a Christian with 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 have served as a lifegroup leader. 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.