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About Us

Wood Financial Group, LLC is a local, independent financial services company dedicated to supporting pre-retirees and retirees in growing and preserving assets before and during retirement. Knowing that retirement can last more than thirty years for many clients, we provide smart strategies that can help your money last throughout retirement. We provide investment, tax management and tax reduction strategies, tax preparation services and overall estate planning strategies in developing complete
financial plans.

As an independent financial planning company, we represent you and your interests rather than any specific company; we are committed to your needs. Using resources found in large companies while offering niche alternatives of a small firm, we offer objective investment advice grounded in years of experience and insight. Due to our combination of licenses and registrations, we are qualified to work with all types of investments. We can utilize virtually any investment vehicle to help you reach
your financial goals.

Voted best investment services company three years in a row by our community*, we hold ourselves to a high standard of integrity with a commitment to always do our best for you. As a team dedicated to our clients, we approach our work with transparency, thoroughness and professionalism.

Located in Middle Tennessee, Wood Financial Group provides financial services to local and neighboring communities in Tennessee. We are A+ rated by the Better Business Bureau, and proud members of the Hendersonville and Mt. Juliet Chambers of Commerce.

*As voted on by the readers of The Gallatin News, Hendersonville Standard, and the Portland Sun.