SEC CRD #801-70279
Wealth Management - Chapel Hill - Woodward Financial Advisors — Woodward Financial Advisors Home You Are... Your Experience Your Team News You Can Use Let s Talk Careers Client Logins You have questions about life's most important financial decisions You want to be confident about your financial security You need a partner, not a product WE CAN HELP Most advisory firms want a relationship with your money. We'd rather have a relationship with you. We are a fiduciary wealth management firm that exists to help you achieve your definition of financial success. ___________________________________________________________________________________________________ We'd love to hear from you! We perform ongoing financial planning and investment management for our clients, but we do not offer hourly or project-based engagements. If you're interested in exploring a possible relationship with us, click here to schedule a time for us to talk . Alternatively, drop us a line below, and we'll reach out to you! Name Email Phone Message Send As Seen In Let's Talk
JAMES MILLER
PRESIDENT/CHIEF COMPLIANCE OFFICER
📞 (919) 929-2495
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AUM
$642M
Location
CHAPEL HILL, NC
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