Helping You Achieve
Financial Success
with Hourly Advice and Planning
Tax Efficient Financial Planning & Values-Aligned Investment Advice
Helping You Achieve
Financial Success
with Hourly Advice and Planning
Tax Efficient Financial Planning & Values-Aligned Investment Advice
Helping You Achieve Financial Success
with Hourly Advice and Planning
Tax Efficient Financial Planning & Values-Aligned Investment Advice
Why Woodmont
Everyone has a dream for their financial future.
Is it owning your dream home, or perhaps traveling the world? Maybe you want to leave a legacy for your grandchildren, or you hope to keep it simple and live comfortably without financial worry. Whatever that dream may be for you, we are here to help make those aspirations a reality through the power of good financial advice and planning.
We focus on what matters most to you and keep it at the forefront of our decision-making. Together we can help you achieve your financial goals, and ultimately your dream retirement.
Why Woodmont
Everyone has a dream for their financial future.
Is it owning your dream home, or perhaps traveling the world? Maybe you want to leave a legacy for your grandchildren, or you hope to keep it simple and live comfortably without financial worry. Whatever that dream may be for you, we are here to help make those aspirations a reality through the power of good financial advice and planning.
We focus on what matters most to you and keep it at the forefront of our decision-making. Together we can help you achieve your financial goals, and ultimately your dream retirement.
Comprehensive financial planning for high earners, DIY investors, and people nearing or in retirement
From investment guidance to tax planning, help making informed decisions about stock options and RSUs, and reviewing your insurance coverage to help identify gaps, we are fee-only with no commissions. That lets us focus on what matters to you, including values-aligned preferences when requested.
How We Are Different
Independent Advice
As an independent firm, we provide objective advice customized to meet your needs.
Tax Efficient
We emphasize tax planning and integrate tax minimization strategies into all our services.
Values-Aligned Investing
We can incorporate ESG/SRI screens and other client-directed preferences while keeping diversification, costs, and taxes front and center.
Retirement Planning
We provide custom advice and strategies tailored to the unique challenges and opportunities before and during retirement.
Income & Social Security Guidance
We have the knowledge and expertise to help you optimize Social Security and pension decisions.
Fiduciary Commitment
We are fiduciaries, which means we are legally obligated to always act in your best interest. This sets us apart from many advisors tied to financial institutions.
Transparent Fees
Our “fee-only,” “hourly-only” model means our advice isn’t tied to commissions.
Professional Exams & Degrees
Our team includes CERTIFIED FINANCIAL PLANNER® professionals, certified by CFP Board, with advanced training including a Juris Doctor (JD) and a Bachelor of Business Administration (BBA) in Finance.
Virtual & In-Person Services
Based in Arizona, we can offer our comprehensive services both virtually and in person, ensuring convenience and accessibility.
Gain insights from our Podcast and YouTube series.
Podcast
Insert title of podcast
YouTube
Beyond the Tax Return: Why Your Accountant Likely Isn’t Enough
Gain insights from our Podcast and YouTube series.
Podcast
Insert title of podcast
YouTube
Beyond the Tax Return: Why Your Accountant Likely Isn’t Enough
