Broker Check
About Us

About Us

At Woodford Financial PLLC we take a practical, results-oriented approach to helping our clients pursue their financial goals. Because we understand that every client comes to us with a unique set of circumstances, we always take time to listen to your specific financial needs. Whether you are just starting your journey or in retirement, we are ready to help you pursue your full financial potential.

Our approach is personal, our service is prompt, and our team is passionate about assisting you with a wide range of services including bookkeeping, financial projections, strategic tax planning, and all your personal and business accounting needs.

Learn how we can put our skills to work for you.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn More
Giving Back in Retirement: New Strategies for a New Phase

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.
Learn More
Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More