11810 Grand Park Avenue
Woodbury Financial is an independent wealth management firm with close to 1,600 independence-minded financial professionals with offices across the United States. Founded in 1968, Woodbury Financial is driven by a strong philosophy that independence is key to fulfilling sound investment decisions. Woodbury Financial is not in the business of creating and marketing its own investment products — its only “products” are service and support. Therefore, Woodbury Financial professionals can offer objective, independent investment advice, with no obligation to promote any particular investment.
Woodbury Financial Services is part of Advisor Group Inc., one of the largest networks of independent broker-dealers in the country serving over 11,000 professionals. This collective strength is focused on helping clients define their needs, seek their objectives and adjust to life changes and market conditions.
Furthermore, Woodbury Financial is partnered with Pershing, a BNY Mellon company, (member FINRA, NYSE, and SIPC), as its clearing firm. Pershing is a trusted and established, yet separate and independent, leading financial service firm for more than 75 years and provides clearing services for our practice. Their primary role is to be a custodian of your assets while safekeeping, segregating, and reporting (i.e. confirmations, delivery, and settlements) your financial transactions.
Woodbury Financial has access to the resources and financial stability of a large firm, while providing the personalized service found in much smaller firms. This is an ideal combination of attributes that best supports our practice philosophy and our goal as trusted financial professionals and faithful stewards of our clients’ wealth.
To learn more about these partnerships: Click Here & Click Here
Partner, Financial Planner
Operations Support Specialist
Managing Partner, Financial Planner