Woodward Financial Advisors

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United States
Chapel Hill, NC
Woodward Financial Advisors

We are an independent, fee-only, financial planning and investment management firm focused on helping our
clients achieve financial peace of mind.

08/27/2026

A big part of the Woodward team is in Charlotte this week for a few days of learning and connecting at the headquarters of Dimensional Fund Advisors! 📚💡

We miss having this crew around the office, but we love seeing our team continue to learn, grow, and bring new ideas back to Woodward.

Pretty lucky to call this group our team. 💙

08/24/2026

🎙️💰 In our latest podcast episode, Victor Colella, CFP®, CDFA®, and Alex Richani, CFP®, take a closer look at Trump Accounts, the new savings option for children ... breaking down who may qualify for the $1,000 government contribution, how these accounts work, and how they compare to other savings options!

Click here ➡️ bit.ly/WFAepisode44

08/07/2026

⏰💡 In our latest blog, Taylor Cole, CFP®, explores the value of our most limited resource: time. From outsourcing everyday tasks to making more intentional choices about how we spend our days, Taylor shares how investing in time can create more space for the people and experiences that matter most.

Click here ➡️ bit.ly/WFABlogTime to read more from Taylor Cole!

07/29/2026

👶📝 In our latest blog, Alex Richani, CFP® highlights a financial to-do that every new parent should have on their checklist. If you have friends or loved ones welcoming a new baby, this is one resource you'll want to share. A small investment of time today can make a lasting difference for your family's future.

Click here ➡️ bit.ly/WFABlogTrumpAccounts to read more from Alex Richani, CFP®

07/22/2026

💰💊 In our latest blog, Courtney Cubbin, CFP®, explains why the Health Savings Account (HSA) is the "quiet superstar" of financial planning. Discover how its triple tax-free advantages can make it one of the most valuable savings tools for both today's healthcare expenses and tomorrow's retirement.

Click here ➡️ bit.ly/WFABlogHSA to read more from Courtney Cubbin, CFP®

06/23/2026

💡🎯 In our latest blog, Jim Miller, CFP®, explores why discipline can be one of the most powerful tools in your financial plan, and how maintaining a long-term perspective can help you navigate market uncertainty with confidence.

Click here ➡️ bit.ly/WFABlogDiscipline to read more from Jim Miller, CFP®, President

06/16/2026

🚨🔒 In our latest blog, Derek Ellison, FPQP®, explores how fraud has become a new threat to your portfolio ... highlighting the growing tactics scammers use to target investors and the practical steps you can take to protect your assets, identity, and long-term financial goals.

Click here ➡️ bit.ly/WFABlogFraud to read more from Derek Ellison, FPQP®

06/10/2026

🎙️🔒 In our latest podcast episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today ... sharing how these schemes work, the warning signs to watch for, and practical steps you can take to protect yourself and your hard-earned assets.

Click here ➡️ bit.ly/WFAepisode43 to listen to the full episode!

05/12/2026

✈️🧭 In our latest blog, Jaye Kendzior explores the difference between being the “flight attendant” versus the “pilot” in your financial life ... reminding us that staying organized and informed is important, but intentional planning is what ultimately determines where you land!

Click here ➡️ bit.ly/WFABlogPilot to read more from Jaye Kendzior

04/28/2026

⛳️🏆 In our latest blog, Courtney Cubbin, CFP®, asks who really wins at The Masters by comparing the top golfer’s big payday to homeowners using the Augusta Rule to earn tax free income during tournament week ... showing that sometimes the real win comes down to smart financial strategy.

Click here ➡️ bit.ly/WFABlogMasters to read more from Courtney Cubbin, CFP®

Address

101 Glen Lennox Drive, Suite 110
Chapel Hill, NC
27517

Telephone

+19199292495

Website

http://www.woodwardadvisors.com/

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