WOOD TARVER FINANCIAL

Overview

Wood Tarver Financial is an independent registered investment advisor formed as an LLC in 2018 that focuses on fee-based financial planning and portfolio management for individuals, families and business clients. The firm emphasizes equity exposure as its primary allocation tool, deploying exchange-traded equities extensively while also integrating mutual funds and corporate debt where appropriate. Advisory services listed on the firm’s filing include comprehensive financial planning, discretionary portfolio management for both individual and business clients, pension consulting and client education through seminars and workshops. The firm’s fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements, which allows flexibility for clients with different needs and engagement styles. Wood Tarver Financial does not position itself as an active ESG investor and is not registered as a multi-state adviser, which suggests a more traditional, performance- and goals-focused investment approach rather than an emphasis on sustainable or impact mandates.

Assets & Accounts

Public Holdings

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Location & Offices