Financial Planners in Greenville

“Mike, Will, and the team have been excellent from initial meeting to onboarding and services. Great folks, very trustworthy, well informed...highly recommend!“

“Running a Not-for-Profit is stressful. So many people depend not only on the day to day function, but most importantly being a good steward of the funds raised. Woodmark Wealth Management is helping us grow our money quicker than we have. Daniel Milks is hands on, always available, and he's efficient, effective, and an overall delight work with. We are so grateful and our future is bright!“

“Experienced, and extremely talented folks that still take the time to listen, research, and just plain care. A long established firm still doing things admirably.“

“I was introduced to Dana Allinger through my friend Mallory, who also works for Northwestern Mutual. I was recently divorced and in need of assistance figuring out how to get my budget together and plan for a future.

Dana helped me with all of my options and I was able to choose a better life insurance policy than the one that I currently had. I pay about three dollars more for 3+ times the benefit.

As a single mother, I have so much less stress, knowing that my parents or my siblings would be able to raise my children without a financial burden in the event of my death. It makes me happy to know that I'm making decisions for my family, and it's great to have support from my new friends who work for this company.

I returned to court to ask for more child support upon realizing that I was not being given enough, and they even helped me by printing my budget so that I could use it for my financial declaration to show that I had done to the best of my ability to provide for my children. That is probably not something the company normally does but I highly recommend getting your money in order before any court cases. Dana went above and beyond to make sure that I was able to take care of my children.

I look forward to investing in my retirement when I am able after my settlement and when I’m more financial stability. I used to think that financial advisors were for people with a lot of money, but Dana has helped me make my pennies go further. She is very gracious and has very humbly helped me decide where I could not put my money at the moment.

I look forward to the future when I have more flexibility to be able to do more big things, but she has made me feel so secure that I am taking care of my children right now and that I have a future where I can have financial freedom and when I am there, she will be there to help me, and that is priceless.

She knows all the things that a lot of people don’t know about me down to the penny, and she has hope for me and that gives me hope for myself. Dana feels like family now. I highly recommend calling and asking for her.

With Dana, your numbers are taken care of, but you're not just a number, she's invested in your future.“