Woodstone’s Core Services

Implemented to Meet Your Needs

Financial Planning

We carefully consider every element of your financial situation in mapping out the most effective strategies to meet your priorities. Our resources include financial independence planning, estate planning, education funding, and insurance planning.

Investment Management

Woodstone Financial utilizes long-term, proven processes and a measured, disciplined investment approach to determine asset allocation while incorporating your financial goals, and risk tolerance. Our portfolios utilize Nobel Prize winning research and applications.

Access to Institutional No-Load Funds

Participation in global capital markets is an essential element of our portfolio design at Woodstone. Our access to institutional, no-load, asset class mutual funds serve as core building blocks for designing broadly diversified portfolios. We also believe that costs matter. High investment costs act like friction and limit your returns over time. Our portfolios seek to capture the returns of capital markets at a reasonable cost.

A Fee-Only Structure That Keeps the Focus on You

Woodstone Financial is not a brokerage or products-based firm. We do not accept or pay commission or referral fees. By minimizing any outside conflict of interest, your best interest remains our first and only concern.

Tax Planning Resources That Provide Added Value

Tax-efficiency is a high priority aspect to successful financial planning. Woodstone Financial coordinates tax planning and implementation through an integrated service provider, Brian C. Hunter, CPA, P.A. For mutual clients, or those who wish to utilize its services, access to this valuable resource provides an integrated approach.