Woodward Financial Advisors

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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.

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®

06/10/2026

🎙️🔒 In our latest podcast episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today ... sharing how these schemes work, the warning signs to watch for, and practical steps you can take to protect yourself and your hard-earned assets.

Click here ➡️ bit.ly/WFAepisode43 to listen to the full episode!

05/12/2026

✈️🧭 In our latest blog, Jaye Kendzior explores the difference between being the “flight attendant” versus the “pilot” in your financial life ... reminding us that staying organized and informed is important, but intentional planning is what ultimately determines where you land!

Click here ➡️ bit.ly/WFABlogPilot to read more from Jaye Kendzior

04/28/2026

⛳️🏆 In our latest blog, Courtney Cubbin, CFP®, asks who really wins at The Masters by comparing the top golfer’s big payday to homeowners using the Augusta Rule to earn tax free income during tournament week ... showing that sometimes the real win comes down to smart financial strategy.

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

04/01/2026

‼️ BREAKING NEWS: Laura Neal, CFP® has cracked the code! In her latest blog, "Market Timing: We've Figured It Out" she reveals the secret ... that there is no secret at all (April Fools!) Read more to understand why it's actually one of the most important investment truths we can share!

Click here ➡️ bit.ly/WFABlogAprilFools to read more from Laura Neal, CFP®

03/24/2026

🎧Podcast Alert: In our latest "Your Money in 20" episode, Victor Colella, CFP®, CDFA®, and Taylor Cole, CFP®, revisit the core documents that form the foundation of a solid estate plan. Then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed.

Listen Here: 🎧➡️ bit.ly/WFAepisode42

03/17/2026

🍀💰 In our latest blog, Taylor Cole, CFP® explores the idea of “chasing pots of gold” and why relying on luck or quick wins can derail a solid financial plan. Instead, discover how staying focused on long-term strategies can help you build real, lasting wealth!

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

03/11/2026

We’re honored to be nominated again for Best of Chapel Hill Magazine! 🎉

We’re incredibly grateful for our amazing clients, families, and friends who support us year after year. Your trust means everything to our team at Woodward Financial Advisors.

🗳 Voting ends March 20, and we would truly appreciate your vote!

How to vote:
1️⃣ Go to https://chapelhillmagazine.com/vote
2️⃣ Under “Services” click “Financial Advisors/Investment Firm”
3️⃣ Scroll down and vote for “Woodward Financial Advisors”

Thank you for being part of our community and for your continued support! 💙

02/25/2026

💙 Did you know? In 2025, clients of Woodward Financial Advisors donated nearly $2 million to charities! Inspired by the incredible generosity of our clients, Alex Richani, CFP®, shares a thoughtful framework for giving back with intention — offering a simple way to evaluate how you can support the causes that matter most.

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

02/20/2026

Huge thanks to the best boss around for breaking us out of the office today and treating everyone to lunch at Merritt’s Grill! Amazing food and even better company 💙

Address

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

Telephone

+19199292495

Website

http://www.woodwardadvisors.com/

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