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At Wood Tarver Financial, our mission is to empower individuals, families, and business owners to achieve their financial goals and secure a prosperous future. With a team of certified financial planners, our experts are dedicated to providing personalized advice and guidance to help you make informed decisions about your wealth.
Meet the Team
Our team consists of seasoned professionals who are passionate about helping others achieve financial freedom. Our team members are Eric Tarver, a CERTIFIED FINANCIAL PLANNER (CFP) with a background in family wealth planning, and Nathan Tarver, a CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PUBLIC ACCOUNTANT (CPA) with expertise in financial planning and accounting.
Our Story
At Wood Tarver, we take a holistic approach to wealth management, focusing on defining our clients' goals and helping them move confidently towards those goals. We understand that every individual and family has unique financial needs, and our customized solutions are designed to grow and protect your wealth.
Who We Help
At Wood Tarver, we specialize in working with women and men investors, pre-retirees, individuals, families, and business owners. We strive to treat our clients as partners, rather than just clients, and take a comprehensive approach to planning and designing investments tailored to their specific needs.
Our Services
Our services include financial planning, investment management, retirement planning, estate planning, and tax planning. We also offer a range of resources, including educational events, articles, and calculators, to help our clients stay informed and make informed decisions about their financial future.
Our Approach
Our approach is built around a set of core values that distinguish us from other financial advisors. We are always fiduciaries, meaning we are required by law to act in our clients' best interests. We build a portfolio just for you and take a comprehensive approach to planning and designing investments customized for your unique needs. We offer transparent and straightforward pricing, with no hidden fees or commissions.
Our Resources
At Wood Tarver, we believe that knowledge is power. We offer a range of resources to help our clients stay informed and confident about their financial future. This includes access to educational events, articles, calculators, and more.
Contact Us
You can reach us at (208) 343-2001 or eric.tarver@woodtarver.com. We look forward to working with you to achieve your financial goals and build a brighter financial future.
Exceptional Service and Expertise
The reviewers are extremely satisfied with the service provided by Wood Tarver Financial, particularly with Kelly Wood and Eric Tarver. They praise the team's expertise, commitment, and genuine caring approach to financial management.
Building Trust and Relationships
Kelly and Eric are commended for taking the time to get to know their clients as individuals, establishing trust, and creating a personalized financial plan. They are also credited for building a sense of community among their clients through events and activities.
Personalized Financial Planning
The reviewers appreciate the tailored approach to financial planning, with Kelly and Eric working closely with clients to understand their goals and aspirations. They are lauded for their honesty and transparency in guiding clients towards beneficial investments and avoiding those that may jeopardize their retirement strategy.
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