Company profile
Woodward Financial Advisors, Inc.
An independent wealth management firm, that has been helping female financial decision makers since 1995.
- Industry
- Financial Services
- Employees
- 13
- Headquarters
- Chapel Hill, North Carolina
- Founded
- 1995
- LinkedIn followers
- 414
- Office locations
- 1
Woodward Financial Advisors, Inc. company summary
Woodward Financial Advisors, Inc. is a company in the Financial Services industry, headquartered in Chapel Hill, North Carolina, founded in 1995. On LinkedIn the company has around 13 employees and 414 followers. Its listed specialties include Retirement Planning, Investment Management, Estate Planning, Tax Planning, Risk Protection.
What technology does Woodward Financial Advisors, Inc. use?
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About Woodward Financial Advisors, Inc.
We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.
Specialties
Where is Woodward Financial Advisors, Inc. located?
Woodward Financial Advisors, Inc. lists 1 location.
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|---|---|---|---|---|
Woodward Financial Advisors, Inc. woodwardadvisors.com | Financial Services | 13 | 1995 | Chapel Hill, North Carolina |
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Frequently asked questions about Woodward Financial Advisors, Inc.
What does Woodward Financial Advisors, Inc. do?
We are an independent, Fee-Only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind. As an independent Registered Investment Advisor, we are free to choose from the universe of possible investments and are not restricted to products from a particular provider. Additionally, we are legally obligated to meet a fiduciary standard with our clients, meaning that their interests must come before our own. Our fee-only approach also addresses potential conflicts of interest: since we do not make any commissions, sell any products or accept or pay any referral fees, our clients know that our recommendations are truly in their best interest.
How many employees does Woodward Financial Advisors, Inc. have?
Woodward Financial Advisors, Inc. has around 13 employees on LinkedIn.
Where is Woodward Financial Advisors, Inc. headquartered?
Woodward Financial Advisors, Inc. is headquartered in Chapel Hill, North Carolina.
When was Woodward Financial Advisors, Inc. founded?
Woodward Financial Advisors, Inc. was founded in 1995.
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