Woodward Advisors
Chapel Hill , North Carolina Financial Planner

Woodward Financial Advisors is an independent financial planning and investment management firm in Chapel Hill, NC.  We provide customized advice for our clients’ unique circumstances and goals.  Fee-Only Our only form of compensation comes from what our clients pay us for the objective services we provide them.  We do not sell investment or insurance products, and we do not accept or pay referral fees.  Being fee-only is important to us, and to our clients, because it eliminates any potential conflict of interest that other compensation models can create.  Our Starting Point is You… At Woodward Financial Advisors, our starting point is you.  We want to know about your goals and dreams, questions and concerns, values and priorities.  We know that it's these aspects of your life that shape your financial picture, and ultimately guide us in how we advise you.  Comprehensive Planning We also recognize that a single aspect of your financial life, such as your investments, cannot be addressed in isolation from the other parts of your financial life.  This is why we take a comprehensive approach to financial planning.   Take Control of Your Finances The planning process will enable you to take control of your finances by identifying and prioritizing goals, developing an action plan, and monitoring progress against that plan over time.  Many financial problems exist because of a lack of planning, not a lack of money.  We can help you make the right choices for your financial peace of mind.    

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