Woodmark Wealth Management, LLC

Working with Fiduciary (CFP) Investment Advisor, Daniel Milks at Woodmark Advisors has been one of the best financial decisions my wife and I have made. Although we've only worked together for a short time, the positive impact on our financial planning and confidence has been significant.
From our first meeting, Daniel took the time to understand our goals, concerns, and risk tolerance rather than offering a generic investment strategy, plus he answered all of our questions. His recommendations have been thoughtful, personalized, and always focused on our best interests. His integrity, transparency, and willingness to explain every recommendation has built a relationship… read full review

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!

I've been working with Daniel with Woodmark Wealth Management for about 3 years now. He's always been very helpful and supportive of any financial questions or concerns I may have. We have several calls a year to go over my portfolio to see how it's currently doing along with future projections. I highly recommend anyone in need of a financial planner to give Daniel a call!