Glenn Woody Financial Consultants

At our firm, we understand that you've worked hard to achieve your financial goals. Our mission is to help you enjoy your retirement, transfer wealth wisely, and make the most of your hard-earned dollars. We believe that every individual deserves financial autonomy, and we're dedicated to helping you achieve it. Our team of experienced financial professionals will work closely with you to create a personalized financial plan tailored to your needs and goals.

Who We Serve

We enjoy working with individuals and families who want a solid financial plan in place. Our expertise lies in helping clients transition into retirement and thoughtfully transfer wealth to their children or charities during their lifetime. We value financial advocacy, growth mindset, connection, and transparency in all our interactions.

Our Services

We offer a range of services designed to help you achieve financial autonomy. Our financial planning services include personal financial planning and modular financial consulting, focusing on addressing your specific needs. We also provide investment management, wealth management, and a variety of specialized services such as retirement planning, risk management, cash flow management, tax planning, education planning, and estate planning.

Our Philosophy

Our investment philosophy is based on disciplined investment techniques grounded in sound academic research. We believe your portfolio should be managed with a long-term perspective, not just reacting to market fluctuations. We're committed to helping you build a well-balanced, diversified portfolio that addresses your future income needs and helps you achieve your long-term goals.

Meet Our Team

Our team includes experienced financial professionals with a combined experience of over 80 years as fiduciaries. We're passionate about helping clients like you achieve financial freedom and security. Whether you're celebrating a new grandchild's education or looking for ways to save for retirement, we're here to guide you every step of the way.