We are an independent team backed by a strong organization. 

Jeff Woodard

MBA, Certified Financial Fiduciary®

(864) 247-7940

Jeff chose to apply his skills to the financial area after years of working in the corporate world, and in entrepreneurial endeavors. A long-time client, with a passionate belief in integrated retirement planning, his desire to help friends, family, as well as their friends and family, solidified his decision. A results-oriented and innovative individual, Jeff is passionate about helping his Clients cut through the confusion in the financial arena - to bring simplification and certainty to their results.

Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective.

Jeff lives in the Upstate of South Carolina, with his wife and son.  Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally.