Our Firm

Wooden Financial is a full-service financial consulting firm dedicated to helping the families we work with build multi-generational financial plans. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company. 

As a multi-generational wealth planning firm, we are focused on growing, protecting, and efficiently passing on the assets and the family values that will keep future generations energetic about growing and preserving the family wealth.  We believe it is vital to work with certain professionals in other industries to truly develop comprehensive financial, investment, and estate plans that cross multiple generations.  

Our mission is to help families achieve financial security and build long lasting family legacies by developing multi-generational comprehensive, financial, investment, and estate plans.