Woodward Financial Advisors

Home
United States
Chapel Hill, NC
Woodward Financial Advisors

We are an independent, fee-only, financial planning and investment management firm focused on helping our
clients achieve financial peace of mind.

09/28/2026

📈🤔 In our latest blog, Taylor Cole, CFP®, explores a question many investors are asking: Should you invest when the stock market is at an all-time high? Taylor looks at what history tells us about market highs and why a long-term plan matters more than finding the perfect time to invest.

Click here ➡️bit.ly/WFABlogInvest to read more from Taylor Cole, CFP®

09/23/2026

Woodward Financial Advisors had a great first visit to Clemson University this week! 🧡

We were so incredibly impressed with the 300+ students who spent the evening at Clemson Finance Recruiting Night and those who stopped by to visit us today at Department of Finance!

A special thank you to Dr. Daniel Greene and Lisa Kieffer for their kindness and hospitality in securing a space for us to chat with potential future interns! Go Tigers 🐅

09/14/2026

🎙️💰 In our latest podcast episode, Victor Colella, CFP®, CDFA®, and Courtney Cubbin, CFP®, take a closer look at market bubbles ... exploring the psychology behind market mania, why investors get swept up in the excitement, and how emotions can influence investment decisions!

Click here ➡️ bit.ly/WFAepisode45

08/27/2026

A big part of the Woodward team is in Charlotte this week for a few days of learning and connecting at the headquarters of Dimensional Fund Advisors! 📚💡

We miss having this crew around the office, but we love seeing our team continue to learn, grow, and bring new ideas back to Woodward.

Pretty lucky to call this group our team. 💙

08/24/2026

🎙️💰 In our latest podcast episode, Victor Colella, CFP®, CDFA®, and Alex Richani, CFP®, take a closer look at Trump Accounts, the new savings option for children ... breaking down who may qualify for the $1,000 government contribution, how these accounts work, and how they compare to other savings options!

Click here ➡️ bit.ly/WFAepisode44

08/07/2026

⏰💡 In our latest blog, Taylor Cole, CFP®, explores the value of our most limited resource: time. From outsourcing everyday tasks to making more intentional choices about how we spend our days, Taylor shares how investing in time can create more space for the people and experiences that matter most.

Click here ➡️ bit.ly/WFABlogTime to read more from Taylor Cole!

07/29/2026

👶📝 In our latest blog, Alex Richani, CFP® highlights a financial to-do that every new parent should have on their checklist. If you have friends or loved ones welcoming a new baby, this is one resource you'll want to share. A small investment of time today can make a lasting difference for your family's future.

Click here ➡️ bit.ly/WFABlogTrumpAccounts to read more from Alex Richani, CFP®

07/22/2026

💰💊 In our latest blog, Courtney Cubbin, CFP®, explains why the Health Savings Account (HSA) is the "quiet superstar" of financial planning. Discover how its triple tax-free advantages can make it one of the most valuable savings tools for both today's healthcare expenses and tomorrow's retirement.

Click here ➡️ bit.ly/WFABlogHSA to read more from Courtney Cubbin, CFP®

06/23/2026

💡🎯 In our latest blog, Jim Miller, CFP®, explores why discipline can be one of the most powerful tools in your financial plan, and how maintaining a long-term perspective can help you navigate market uncertainty with confidence.

Click here ➡️ bit.ly/WFABlogDiscipline to read more from Jim Miller, CFP®, President

06/16/2026

🚨🔒 In our latest blog, Derek Ellison, FPQP®, explores how fraud has become a new threat to your portfolio ... highlighting the growing tactics scammers use to target investors and the practical steps you can take to protect your assets, identity, and long-term financial goals.

Click here ➡️ bit.ly/WFABlogFraud to read more from Derek Ellison, FPQP®

Address

101 Glen Lennox Drive, Suite 110
Chapel Hill, NC
27517

Telephone

+19199292495

Website

http://www.woodwardadvisors.com/

Alerts

Be the first to know and let us send you an email when Woodward Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed accountant in Chapel Hill?