Woodward Financial Advisors, Inc.

Woodward Financial Advisors, Inc. is an independent financial planning and investment advisory firm based in Chapel Hill, NC. Established in 1995 by Henry Woodward, the firm transitioned to an S Corp in 2009. Woodward Financial Advisors specializes in fee-only financial planning and investment management services for individuals, families, trusts, estates, and businesses. The firm operates as a fiduciary, prioritizing clients' interests and maintaining transparency in its fee structure. The firm offers comprehensive wealth management services, including financial planning, investment management, retirement planning, tax planning, and risk management. Clients can delegate investment management to professionals under the Wealth Management Service, which involves ongoing supervision and consultation. Woodward Financial Advisors customizes advice to each client's unique situation, avoiding a one-size-fits-all approach. For clients engaging in Wealth Management Services, the firm charges an annual fee based on a tiered asset under management model. The minimum annual fee for these services is $10,000. The firm does not receive commissions or referral fees, ensuring a transparent fee structure. Clients' assets managed by Woodward Financial Advisors totaled approximately $574 million as of February 2025, all managed on a discretionary basis. The firm's advisors, including James R. Miller, Victor Colella, Laura Neal, Alexander Richani, Taylor R. Cole, and Christopher Reid, are all CERTIFIED FINANCIAL PLANNER™ professionals, ensuring a high standard of professional education and ethical conduct. The advisors are supervised by Jim Miller, the Chief Compliance Officer, who oversees the firm's activities and services. Woodward Financial Advisors does not engage in block trading, offers investment discretion for client accounts, and does not vote proxies on behalf of clients. The firm maintains a customer privacy policy to protect clients' personal and financial information. Clients receive quarterly statements from qualified custodians, ensuring transparency and accountability. For more information, visit http://www.woodwardadvisors.com or contact the firm at 919-929-2495.